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LEGACY WEALTH ADVISORS, LLC

CLINTON TOWNSHIP, MI · CRD 281810 · IAPD ↗ · 586-273-0072

$132.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — LEGACY WEALTH ADVISORS, LLC reported RAUM up 29% ($102.8M -> $132.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — LEGACY WEALTH ADVISORS, LLC (CLINTON TOWNSHIP, MI) is newly SEC-registered with $102.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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