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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRENKEL, EUGENE, LAZAREVICH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| McNally, Robert, Emmett | I | CHIEF COMPLIANCE OFFICER | NA | |
| McNally, Robert, Emmett | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McNally, Robert, Emmett | I | CHIEF COMPLIANCE OFFICER | NA | |
| McNally, Robert, Emmett | I | CHIEF COMPLIANCE OFFICER | NA | |
| McNally, Robert, Emmett | I | CHIEF COMPLIANCE OFFICER | NA | |
| McNally, Robert, Emmett | I | CHIEF COMPLIANCE OFFICER | NA | |
| McNally, Robert, Emmett | I | CHIEF COMPLIANCE OFFICER | NA | |
| BETAJAX, LLC | DE | MANAGING MEMBER | E | Control |
| BETAJAX, LLC | DE | MANAGING MEMBER | E | Control |
| BETAJAX, LLC | DE | MANAGING MEMBER | E | Control |
| BETAJAX, LLC | DE | MANAGING MEMBER | E | Control |
| LEGACY EF HOLDCO II, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY EF HOLDCO. I, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY EF HOLDCO II, INC. | DE | MANAGING MEMBER | C | Control |
| LEGACY EF HOLDCO II, INC. | DE | MANAGING MEMBER | C | Control |
| LEGACY EF HOLDCO II, INC. | DE | MANAGING MEMBER | C | Control |
| LEGACY EF HOLDCO. I, INC. | DE | MANAGING MEMBER | C | Control |
| LEGACY EF HOLDCO. I, INC. | DE | MANAGING MEMBER | C | Control |
| ALPHAMI, INC. | DE | MEMBER | B | |
| ALPHAMI, INC. | DE | MEMBER | B | |
| LEGACY EF HOLDCO. I, INC. | DE | MEMBER | A | Control |
| LEGACY EF HOLDCO. I, INC. | DE | MEMBER | A | Control |
| LEGACY EF HOLDCO. I, INC. | DE | MEMBER | A | Control |
| LEGACY EF HOLDCO. I, INC. | DE | MEMBER | A | Control |
| WCB VENTURES, LLC | DE | MEMBER | A | |
| WCB VENTURES, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO. I, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | BETAJAX, LLC | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO. I, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO II, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO. I, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO II, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO. I, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO II, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO. I, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | LEGACY EF HOLDCO. I, INC. | E | Control |
| FRENKEL, EUGENE, LAZAREVICH | I | BETAJAX, LLC | E | Control |
| Hebble, Robert, M | I | ALPHAMI, INC. | E | |
| Hebble, Robert, M | I | ALPHAMI, INC. | E | |
| REHM, JEFFREY, HOWARD | I | WCB VENTURES, LLC | E | |
| REHM, JEFFREY, HOWARD | I | WCB VENTURES, LLC | E |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (2)
CA FL
Address
801 BRICKELL AVENUESUITE 2500
MIAMI, FL 33131
United States
Phone: 305-808-6140