Legacy Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Jose, CA. Its latest Form ADV filing, dated March 18, 2026, reports $178M in regulatory assets under management, 6 employees, 1 office, and 210 accounts.
Assets Under Management
$178M
Employees
6
Offices
1 office
Total Clients
62
Primary office
SAN JOSE, CA
2001 GATEWAY PLACE, SUITE 600W, SAN JOSE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.2% of total clients.
Top client categories% of clientsClients
1
HNWI
74.2%
46
2
Individuals
25.8%
16
Categories with <5 clients
MEDICAL ORGANIZATIONS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$178Mas of March 18, 2026
Discretionary94.4%
$168M
94% of total RAUM94.4%
Non-discretionary5.6%
$10M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$178M
Total Accounts210
10Y AUM Change+$72M (+67.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee10:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.