LEGACY WEALTH ADVISORS, INC.

LEGACY WEALTH ADVISORS, INC. of WAXAHACHIE, TX is an SEC-registered investment adviser (CRD 114868). Regulatory assets under management: $49.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 114868
• Type: Registered investment adviser
• Location: 408 WATER STREET, WAXAHACHIE, TX, 75165
• Phone: 972-268-9385
• Latest filing: 2026-01-26
• Regulatory AUM: $49.9M
• Discretionary AUM: $49.9M
• Clients: 2
• Accounts: 301

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search