LEGACY WEALTH ADVISORS, LTD.

LEGACY WEALTH ADVISORS, LTD. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 324442). Regulatory assets under management: $3.8M.

Registration

• CRD: 324442
• Type: Registered investment adviser
• Location: 4745 NORTH 7TH STREET, PHOENIX, AZ, 85014
• Phone: 928-899-9132
• Latest filing: 2026-03-31
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search