# Legacy Wealth Advisors, LLC > Legacy Wealth Advisors, LLC is an SEC-registered investment advisory firm in North Miami Beach, FL, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026. - CRD: 326117 - Filed as: LEGACY WEALTH ADVISORS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: North Miami Beach, FL - Filing period: October 2026 - Form ADV filing dated: March 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326117 - AdvisorCensus page: https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117 ## Quick answers **How is Legacy Wealth Advisors, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Legacy Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Legacy Wealth Advisors, LLC located?** Legacy Wealth Advisors, LLC's principal office is in North Miami Beach, FL, according to its Form ADV. **Is Legacy Wealth Advisors, LLC registered with the SEC or a state?** Legacy Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326117. **How much does Legacy Wealth Advisors, LLC manage?** Legacy Wealth Advisors, LLC reports $922,775,113 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (53% discretionary). **How have Legacy Wealth Advisors, LLC's assets and staff changed since 2023?** In the Form ADV data for Legacy Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2023 data and $922,775,113 in the October 2026 data. Total employees: 10 in October 2023 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Legacy Wealth Advisors, LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (4). **Which custodians does Legacy Wealth Advisors, LLC use?** Legacy Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alliancebernstein L.P., Charles Schwab & Co., Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets. **Does Legacy Wealth Advisors, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326117 **What changed in Legacy Wealth Advisors, LLC's recent Form ADV filings?** In the April 2026 filing data: Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $347,974,567 to $922,775,113 (+165%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Custodians (Schedule D, Section 5.K(3)) - Alliancebernstein L.P. - Charles Schwab & Co., Inc. - Goldman Sachs & Co. LLC - J.P. Morgan Securities LLC - Pershing LLC Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $922,775,113 - Discretionary: $491,839,100 - Non-discretionary: $430,936,013 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 4 | $1,457,428 | | High net worth individuals | 16 | $916,534,681 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | Fewer than 5 | $4,783,004 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2023 (3 years) - Employees: 14 total, 5 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, FL - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - lwgadvisors.com - LinkedIn @legacy-wealth-advisors-llc ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2023 | $0 | 10 | October 2, 2023 | | October 2024 | $254,931,581 | 10 | June 12, 2024 | | October 2025 | $347,974,567 | 11 | March 20, 2025 | | October 2026 | $922,775,113 | 14 | March 30, 2026 | Regulatory assets under management: $0 in the October 2023 data and $922,775,113 in the October 2026 data. Total employees: 10 in October 2023 and 14 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 3 to 5. - Regulatory assets under management went from $347,974,567 to $922,775,113 (+165%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Wealth Advisors, LLC (CRD 326117): Form ADV filing data as of October 2026.