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LEGACY WEALTH ADVISORS, LLC

NORTH MIAMI BEACH, FL · CRD 326117 · IAPD ↗ · lwgadvisors.com · 305-808-6140

$922.8MRegulatory AUM
5Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — LEGACY WEALTH ADVISORS, LLC moved its main office from MIAMI, FL to NORTH MIAMI BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2026 — LEGACY WEALTH ADVISORS, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — LEGACY WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($348.0M -> $922.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2026 — LEGACY WEALTH ADVISORS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — LEGACY WEALTH ADVISORS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — LEGACY WEALTH ADVISORS, LLC reported RAUM up 36% ($254.9M -> $348.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
February 2024 — LEGACY WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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