NORTH MIAMI BEACH, FLCRD 326117Latest ADV March 30, 2026
Legacy Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Miami Beach, FL. Its latest Form ADV filing, dated March 30, 2026, reports $923M in regulatory assets under management, 14 employees, 5 offices, and 279 accounts.
Assets Under Management
$923M
Employees
14
Offices
5 offices
Total Clients
20
Primary office
NORTH MIAMI BEACH, FL
3323 NE 163RD ST, SUITE 402, NORTH MIAMI BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
16
2
Individuals
20.0%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$923Mas of March 30, 2026
Discretionary53.3%
$492M
53% of total RAUM53.3%
Non-discretionary46.7%
$431M
47% of total RAUM46.7%
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.
Total AUM$923M
Total Accounts279
10Y AUM Change+$923M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee1:1
10Y Employee Change+4 (+40.0%)
* 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.