This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$178MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$168M

Private client RAUM

$174MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$89.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

210

Individual clients

16

High net worth clients

46

SEC number

801-119518

CRD

127758

Filings on the tape

14

First filed

Dec 22, 2011

Latest filed

Mar 18, 2026

Organised

Limited Liability Company, CA

Website

legacywealthadvisorsllc.com

• Occurred

  Aug 24, 2020
  First Form ADV filing

  Legacy Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0fa6754e-8f0d-3df6-3b14-93c51636f82a

First observed

Dec 22, 2011

Last observed

Mar 18, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.