MY LEGACY ADVISORS, LLC
CRD #290675 SEC #801-112049 BEND, OR 541-330-0220
SEC Registered
Total AUM
$333.1M
Discretionary
$333.1M
Employees
10
Clients
251
Accounts
332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $333.1M | $333.1M | $0 | 10 | 0 |
| Sep 2025 | $333.1M | $333.1M | $0 | 10 | 0 |
| Sep 2025 | $333.1M | $333.1M | $0 | 10 | 0 |
| Mar 2025 | $333.1M | $333.1M | $0 | 10 | 0 |
| Mar 2025 | $333.1M | $333.1M | $0 | 10 | 0 |
| Oct 2024 | $374.1M | $374.1M | $0 | 10 | 5 |
| Oct 2024 | $374.1M | $374.1M | $0 | 10 | 5 |
| Jul 2024 | $374.1M | $374.1M | $0 | 12 | 5 |
| Jul 2024 | $374.1M | $374.1M | $0 | 12 | 5 |
| Mar 2024 | $374.1M | $374.1M | $0 | 12 | 5 |
| Mar 2023 | $298.5M | $298.5M | $0 | 10 | 5 |
| Dec 2022 | $304.5M | $304.5M | $0 | 10 | 5 |
| Nov 2022 | $304.5M | $304.5M | $0 | 10 | 5 |
| Apr 2022 | $304.5M | $304.5M | $0 | 10 | 5 |
| Mar 2022 | $304.5M | $304.5M | $0 | 10 | 5 |
| Mar 2021 | $244.8M | $244.8M | $0 | 10 | 5 |
| Jun 2020 | $175.5M | $175.5M | $0 | 10 | 5 |
| Feb 2020 | $175.5M | $175.5M | $0 | 10 | 5 |
| Aug 2019 | $238.5M | $237.1M | $1.4M | 13 | 4 |
| May 2019 | $238.5M | $237.1M | $1.4M | 13 | 4 |
| Mar 2019 | $238.5M | $237.1M | $1.4M | 13 | 4 |
| Mar 2018 | $228.2M | $223.1M | $5M | 10 | 2 |
| Dec 2017 | $0 | $0 | $0 | 10 | 0 |
| Nov 2017 | $0 | $0 | $0 | 10 | 0 |
| Oct 2017 | $0 | $0 | $0 | 10 | 0 |
| Oct 2017 | $0 | $0 | $0 | 10 | 0 |
DateNov 2025
Total AUM$333.1M
Discretionary$333.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2025
Total AUM$333.1M
Discretionary$333.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2025
Total AUM$333.1M
Discretionary$333.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$333.1M
Discretionary$333.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$333.1M
Discretionary$333.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees10
Clients5
DateOct 2024
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees10
Clients5
DateJul 2024
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees12
Clients5
DateJul 2024
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees12
Clients5
DateMar 2024
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees12
Clients5
DateMar 2023
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees10
Clients5
DateDec 2022
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees10
Clients5
DateNov 2022
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees10
Clients5
DateApr 2022
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees10
Clients5
DateMar 2022
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees10
Clients5
DateMar 2021
Total AUM$244.8M
Discretionary$244.8M
Non-Disc.$0
Employees10
Clients5
DateJun 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees10
Clients5
DateFeb 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees10
Clients5
DateAug 2019
Total AUM$238.5M
Discretionary$237.1M
Non-Disc.$1.4M
Employees13
Clients4
DateMay 2019
Total AUM$238.5M
Discretionary$237.1M
Non-Disc.$1.4M
Employees13
Clients4
DateMar 2019
Total AUM$238.5M
Discretionary$237.1M
Non-Disc.$1.4M
Employees13
Clients4
DateMar 2018
Total AUM$228.2M
Discretionary$223.1M
Non-Disc.$5M
Employees10
Clients2
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0