LEGACY WEALTH ADVISORS, LLC

Overview

Legacy Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, selection of other advisers and running educational seminars and workshops. Legacy leans on pooled public funds and third‑party managers as the backbone of client portfolios while supplementing those strategies with real‑estate allocations and insurance products where appropriate. The firm is not an active ESG investor and does not operate as a multi‑state adviser. Its fee mix includes percentage‑of‑AUM billing plus hourly and other arrangements, which supports work across ongoing portfolio management and project‑based planning engagements. Industry affiliations with a law firm, an insurance company and a real‑estate broker appear alongside those service lines, enabling closer coordination on estate, insurance and real‑estate solutions for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices