Legacy Wealth Advisors, LLC

Legacy Wealth Advisors, LLC (CRD# 127758) is a financial advisory firm headquartered in San Jose, CA. They manage $94,600,000 in 160 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $591,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Legacy Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edwin K. Ryu
CRD#: 1289017
1900 The Alameda, Suite 510, San Jose, CA 95126
87
Wealthminder
score

Edwin Ryu (CRD# 1289017) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in San Jose, CA and has 1 year of experience in the finance industry.

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