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LEGACY WEALTH ADVISORS, LLC

SAN JOSE, CA · CRD 127758 · IAPD ↗ · legacywealthadvisorsllc.com · (408) 452-7700

$178.3MRegulatory AUM
4Advisory reps
6Employees
55Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — LEGACY WEALTH ADVISORS, LLC reported RAUM up 30% ($137.5M -> $178.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.