Legacy Wealth Advisors, LLC

Legacy Wealth Advisors, LLC (CRD# 127758) is a financial advisory firm headquartered in San Jose, CA. They manage $121,965,576 in 189 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2001 Gateway Place, Suite 600w, San Jose, CA 95110
https://www.legacywealthadvisorsllc.com
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $645,321
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legacy Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth Flores, financial advisor Santa Cruz CA
Elizabeth L. Flores
CRD#: 4617040
Santa Cruz, CA

Elizabeth Flores (CRD# 4617040) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.

2
Edwin Ryu, financial advisor San Jose CA
Edwin K. Ryu
CRD#: 1289017
2001 Gateway Place, Suite 600w, San Jose, CA 95110

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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