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Legacy Wealth Advisors, LLC

● SEC registered since 2020CRD 127758SEC# 801-119518San Jose, CA
Export (members)
Reg. AUM
$137.5M
Employees
6
Accounts
198
Location
San Jose, CA

Legacy Wealth Advisors, LLC assets under management

Legacy Wealth Advisors, LLC operates as an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2020. It reports $137.5 million in regulatory assets under management and employs 6 people.
www.legacywealthadvisorsllc.comView on SEC.gov ↗

Legacy Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Edwin Kyu Sung Ryu ControlMember/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Legacy Wealth Advisors, LLC manage?

Legacy Wealth Advisors, LLC reports $137.5 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Advisors, LLC have?

Legacy Wealth Advisors, LLC reports 6 employees.

Where is Legacy Wealth Advisors, LLC located?

Legacy Wealth Advisors, LLC is based in San Jose, CA and has been SEC-registered since 2020.

Does Legacy Wealth Advisors, LLC disclose fund performance?

Legacy Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2001 Gateway Place, Suite 600w, San Jose, CA 95110
Phone(408) 452-7700
Fax(408) 452-7470
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.1M
Non-discretionary$7.3M
Total (RAUM)$137.5M