LEGACY WEALTH ADVISORS, LLC
CRD #326117 SEC #801-128702 MIAMI, FL 305-808-6140
SEC Registered
Total AUM
$348M
Discretionary
$169M
Employees
11
Clients
0
Accounts
191
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $348M | $169M | $179M | 11 | 0 |
| Jun 2024 | $254.9M | $146.6M | $108.3M | 10 | 0 |
| Jan 2024 | $254.9M | $146.6M | $108.3M | 10 | 0 |
| Jan 2024 | $254.9M | $146.6M | $108.3M | 10 | 0 |
| Oct 2023 | $0 | $0 | $0 | 10 | 0 |
| Sep 2023 | $0 | $0 | $0 | 10 | 0 |
| Aug 2023 | $0 | $0 | $0 | 10 | 0 |
DateMar 2025
Total AUM$348M
Discretionary$169M
Non-Disc.$179M
Employees11
Clients0
DateJun 2024
Total AUM$254.9M
Discretionary$146.6M
Non-Disc.$108.3M
Employees10
Clients0
DateJan 2024
Total AUM$254.9M
Discretionary$146.6M
Non-Disc.$108.3M
Employees10
Clients0
DateJan 2024
Total AUM$254.9M
Discretionary$146.6M
Non-Disc.$108.3M
Employees10
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0