← Tributary

MY LEGACY ADVISORS, LLC

BEND, OR · CRD 290675 · IAPD ↗ · 541-330-0220

$333.1MRegulatory AUM
4Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — MY LEGACY ADVISORS, LLC (BEND, OR) left the SEC roster (was $333.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
August 2024 — MY LEGACY ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — MY LEGACY ADVISORS, LLC reported RAUM up 25% ($298.5M -> $374.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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