# LEGACY WEALTH ADVISORS, LLC

LEGACY WEALTH ADVISORS, LLC of NORTH MIAMI BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 326117
- Type: SEC-registered investment adviser
- SEC file number: 801-128702
- Location: 3323 NE 163RD ST, SUITE 402, NORTH MIAMI BEACH, FL, 33160
- Phone: 305-808-6140
- Latest filing: 2026-03-30
- Regulatory AUM: $922.8M
- Discretionary AUM: $491.8M
- Non-discretionary AUM: $430.9M
- Clients: 14
- Accounts: 279

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Eugene Lazarevich Frenkel | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT | — |
| Robert Emmett Mcnally | CHIEF COMPLIANCE OFFICER | — |
| FRENKEL EUGENE LAZAREVICH | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT | — |
| McNally Robert Emmett | CHIEF COMPLIANCE OFFICER | — |
| Hebble Robert M | PRESIDENT | — |
| REHM JEFFREY HOWARD | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326117/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326117/similar
- Related entities: https://search.stillhousedata.com/firm/326117/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326117

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.