LEGACY WEALTH ADVISORS, LLC

LEGACY WEALTH ADVISORS, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 127758). Regulatory assets under management: $178.3M.

Registration

• CRD: 127758
• SEC file number: 801-119518
• Type: Registered investment adviser
• Location: 2001 GATEWAY PLACE, SUITE 600W, SAN JOSE, CA, 95110
• Phone: (408) 452-7700
• Latest filing: 2026-03-18
• Regulatory AUM: $178.3M
• Discretionary AUM: $168.4M
• Non-discretionary AUM: $10.0M
• Clients: 6
• Accounts: 210

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127758 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search