Legacy Wealth Advisors, LLC

RIASEC RegisteredEst. 2023
Total AUM
$923M
Discretionary
$492M
53% of AUM
Avg account
$3.3M
Accounts
279
Employees
14
Advisory reps
6

Firm details

Headquarters
North Miami Beach, Florida
CRD number
326117
Registered since
September 11, 2023
Website
lwgadvisors.com
Custodians
J.P. MORGAN SECURITIES INC., PERSHING LLC, GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC., ALLIANCEBERNSTEIN INVESTMENTS, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.32%
  • Charitable Organizations0.52%
  • Individuals0.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Legacy Wealth Advisors, LLC is an independent, SEC-registered wealth management firm organized as an LLC. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Its fee model combines percentage-of-AUM billing with fixed fees. Legacy also acts in sponsor/GP roles and serves as managing member for pooled investment vehicles, indicating it both allocates to outside managers and can sponsor proprietary pooled structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 33%, State & Local Bonds 17%, Cash & Cash Equivalents 17%, Exchange Traded Equities 12%, US Government Bonds 9%, Sovereign Bonds 7%, Investment Grade Corp Bonds 3%, Public Funds/Mutual Funds 2%33%
  • Other33%
  • State & Local Bonds17%
  • Cash & Cash Equivalents17%
  • Exchange Traded Equities12%
  • US Government Bonds9%

Owners & executives

1 of 1

  • Eugene Frenkel

    Chief Executive OfficerCRD 7787067

Contacts

3 of 5
  • Julian Dallas

    Julian Dallas

    Investment AssociateCRD 8250992

  • Elisha Kes

    Elisha Kes

    Senior Vice PresidentCRD 5921398

  • Robert McNally

    Robert McNally

    Director, CCOCRD 7787507

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 36

Active vs passive

$140M in ETFs

Passive

78%

$109M

Active

21%

$30.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$53.1M527,77237.98%
Unlock additional holdings →

Location

Primary office

North Miami Beach, FL

Miami Dade

Location

North Miami Beach, FL

Headquartered in North Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3323 Ne 163rd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Pioneer Family Office, LLC

RIA

North Miami Beach, FL

AUM $957MTEAM 5REPS 5

New Wave Loans Residential, LLC

RIA

North Miami Beach, FL

AUM $787MTEAM 16REPS 4

Path Capital Partners, LLC

RIA

North Miami Beach, FL

AUM $169MTEAM 4REPS 3

Integrity Fixed Income Management

RIA

Orlando, FL

AUM $921MTEAM 6REPS 7

Rainey & Randall Wealth Advisors, Inc.

RIA

Celebration, FL

AUM $918MTEAM 7REPS 5

Blue Water Advisors LP

RIA

Boca Raton, FL

AUM $928MTEAM 20REPS 3
More RIAs in North Miami Beach →All Florida RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth