# Legacy Wealth, Inc.

> Legacy Wealth, Inc. is a state-registered investment advisory firm in Granite Bay, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 337405
- Filed as: LEGACY WEALTH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Granite Bay, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337405
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-wealth-inc-granite-bay-ca-337405

## Quick answers

**How is Legacy Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Legacy Wealth, Inc. located?**
Legacy Wealth, Inc.'s principal office is in Granite Bay, CA, according to its Form ADV.

**Is Legacy Wealth, Inc. registered with the SEC or a state?**
Legacy Wealth, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337405.

**How much does Legacy Wealth, Inc. manage?**
Legacy Wealth, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated March 30, 2026.

**Does Legacy Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337405

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Wealth, Inc. (CRD 337405): Form ADV filing data as of October 2026.