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Legacy Wealth Advisors, LLC

● SEC registered since 2023CRD 326117SEC# 801-128702Miami, FL
Export (members)
Reg. AUM
$348M
Employees
11
Accounts
191
Location
Miami, FL

Legacy Wealth Advisors, LLC assets under management

Legacy Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2023. It reports $348 million in regulatory assets under management and employs 11 people.
lwgadvisors.comView on SEC.gov ↗

Legacy Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Betajax, LLC ControlManaging MemberOver 75%2015
Eugene Lazarevich Frenkel ControlChief Executive OfficerUnder 5%2015
Legacy Ef Holdco. I, Inc. ControlMember5-10%2023
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Frequently asked questions

How much does Legacy Wealth Advisors, LLC manage?

Legacy Wealth Advisors, LLC reports $348 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Advisors, LLC have?

Legacy Wealth Advisors, LLC reports 11 employees.

Where is Legacy Wealth Advisors, LLC located?

Legacy Wealth Advisors, LLC is based in Miami, FL and has been SEC-registered since 2023.

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

Address801 Brickell Avenue, Suite 2500, Miami, FL 33131
Phone305-808-6140
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$169M
Non-discretionary$179M
Total (RAUM)$348M