LEGACY WEALTH ADVISORS, LLC
CRD #281810 SEC #801-132330 CLINTON TOWNSHIP, MI 586-273-0072
SEC Registered
Total AUM
$102.8M
Discretionary
$102.8M
Employees
2
Clients
101
Accounts
523
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUSS, JEFFREY, JAMES | I | MANAGING MEMBER | D | Control |
| BRUSS, JEFFREY, JAMES | I | MANAGING MEMBER | D | Control |
| BRUSS, JEFFREY, JAMES | I | MANAGING MEMBER | D | Control |
| CARRICO, GREGORY, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CARRICO, GREGORY, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CARRICO, GREGORY, M | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (1)
MI
Address
41700 HAYES ROAD SUITE ACLINTON TOWNSHIP, MI 48038
United States
Phone: 586-273-0072