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Legacy Wealth Advisors, LLC

● SEC registered since 2025CRD 281810SEC# 801-132330Clinton Township, MI
Export (members)
Reg. AUM
$102.8M
Employees
2
Accounts
523
Location
Clinton Township, MI

Legacy Wealth Advisors, LLC assets under management

Legacy Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Clinton Township, MI. The firm has been registered since 2025. It reports $102.8 million in regulatory assets under management and employs 2 people.
twitter.com/legacywealthadvView on SEC.gov ↗

Legacy Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory M Carrico ControlManaging Member/Chief Compliance Officer/Investment Advisor Representative50-75%2015
Jeffrey James Bruss ControlManaging Member50-75%2015

Frequently asked questions

How much does Legacy Wealth Advisors, LLC manage?

Legacy Wealth Advisors, LLC reports $102.8 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Advisors, LLC have?

Legacy Wealth Advisors, LLC reports 2 employees.

Where is Legacy Wealth Advisors, LLC located?

Legacy Wealth Advisors, LLC is based in Clinton Township, MI and has been SEC-registered since 2025.

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

Address41700 Hayes Road Suite a, Clinton Township, MI 48038
Phone586-273-0072
Fax586-286-6517
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.8M
Non-discretionary$0
Total (RAUM)$102.8M