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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GARDNER, GARY, PAUL | I | MEMBER | D | Control |
| GARDNER, GARY, PAUL | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER | D | Control |
| GARDNER, GARY, PAUL | I | MEMBER | C | Control |
| RYU, EDWIN, KYU SUNG | I | MEMBER | C | Control |
| STIMPFIG, DAVID, ALBERT | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
2001 GATEWAY PLACESUITE 600W
SAN JOSE, CA 95110
United States
Phone: (408) 452-7700