LEGACY WEALTH ADVISORS, LLC
CRD #127758 SEC #801-119518 SAN JOSE, CA (408) 452-7700
SEC Registered
Total AUM
$137.5M
Discretionary
$130.1M
Employees
6
Clients
26
Accounts
198
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $137.5M | $130.1M | $7.3M | 6 | 50 |
| Mar 2024 | $122M | $117.2M | $4.7M | 7 | 50 |
| Mar 2023 | $107.6M | $103.5M | $4.1M | 7 | 50 |
| Mar 2022 | $123.8M | $119.7M | $4.1M | 7 | 1 |
| Nov 2021 | $114.6M | $109.9M | $4.7M | 7 | 30 |
| Aug 2021 | $114.6M | $109.9M | $4.7M | 7 | 30 |
| Mar 2021 | $114.6M | $109.9M | $4.7M | 7 | 30 |
| Nov 2020 | $106.7M | $102.4M | $4.3M | 6 | 2 |
| Aug 2020 | $106.7M | $102.4M | $4.3M | 6 | 2 |
| Jun 2012 | $62.6M | $50.5M | $12.1M | 1 | 26 |
| May 2012 | $62.6M | $50.5M | $12.1M | 1 | 26 |
| Mar 2012 | $62.6M | $50.5M | $12.1M | 1 | 26 |
| Dec 2011 | $64.7M | $48.4M | $16.3M | 1 | 26 |
| Mar 2011 | $64.7M | $48.4M | $16.3M | 5 | -- |
| Mar 2010 | $41.2M | $41.2M | $0 | 5 | -- |
| Mar 2009 | $43.2M | $30.8M | $12.4M | 5 | -- |
| Mar 2008 | $60.6M | $44.4M | $16.3M | 5 | -- |
| Apr 2007 | $53.4M | $42.4M | $11M | 5 | -- |
| Mar 2007 | $53.4M | $42.4M | $11M | 5 | -- |
| Mar 2006 | $41.3M | $31.7M | $9.7M | 5 | -- |
| Sep 2005 | $91.8M | $71.4M | $20.4M | 5 | -- |
| Sep 2005 | $91.8M | $71.4M | $20.4M | 5 | -- |
| Mar 2004 | $113.1M | $78.4M | $34.8M | 10 | -- |
DateMar 2025
Total AUM$137.5M
Discretionary$130.1M
Non-Disc.$7.3M
Employees6
Clients50
DateMar 2024
Total AUM$122M
Discretionary$117.2M
Non-Disc.$4.7M
Employees7
Clients50
DateMar 2023
Total AUM$107.6M
Discretionary$103.5M
Non-Disc.$4.1M
Employees7
Clients50
DateMar 2022
Total AUM$123.8M
Discretionary$119.7M
Non-Disc.$4.1M
Employees7
Clients1
DateNov 2021
Total AUM$114.6M
Discretionary$109.9M
Non-Disc.$4.7M
Employees7
Clients30
DateAug 2021
Total AUM$114.6M
Discretionary$109.9M
Non-Disc.$4.7M
Employees7
Clients30
DateMar 2021
Total AUM$114.6M
Discretionary$109.9M
Non-Disc.$4.7M
Employees7
Clients30
DateNov 2020
Total AUM$106.7M
Discretionary$102.4M
Non-Disc.$4.3M
Employees6
Clients2
DateAug 2020
Total AUM$106.7M
Discretionary$102.4M
Non-Disc.$4.3M
Employees6
Clients2
DateJun 2012
Total AUM$62.6M
Discretionary$50.5M
Non-Disc.$12.1M
Employees1
Clients26
DateMay 2012
Total AUM$62.6M
Discretionary$50.5M
Non-Disc.$12.1M
Employees1
Clients26
DateMar 2012
Total AUM$62.6M
Discretionary$50.5M
Non-Disc.$12.1M
Employees1
Clients26
DateDec 2011
Total AUM$64.7M
Discretionary$48.4M
Non-Disc.$16.3M
Employees1
Clients26
DateMar 2011
Total AUM$64.7M
Discretionary$48.4M
Non-Disc.$16.3M
Employees5
Clients--
DateMar 2010
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$43.2M
Discretionary$30.8M
Non-Disc.$12.4M
Employees5
Clients--
DateMar 2008
Total AUM$60.6M
Discretionary$44.4M
Non-Disc.$16.3M
Employees5
Clients--
DateApr 2007
Total AUM$53.4M
Discretionary$42.4M
Non-Disc.$11M
Employees5
Clients--
DateMar 2007
Total AUM$53.4M
Discretionary$42.4M
Non-Disc.$11M
Employees5
Clients--
DateMar 2006
Total AUM$41.3M
Discretionary$31.7M
Non-Disc.$9.7M
Employees5
Clients--
DateSep 2005
Total AUM$91.8M
Discretionary$71.4M
Non-Disc.$20.4M
Employees5
Clients--
DateSep 2005
Total AUM$91.8M
Discretionary$71.4M
Non-Disc.$20.4M
Employees5
Clients--
DateMar 2004
Total AUM$113.1M
Discretionary$78.4M
Non-Disc.$34.8M
Employees10
Clients--