L
Legacy Wealth Advisors, LTD.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,826,481
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Legacy Wealth Advisors, LTD. is a state‑registered investment adviser formed in April 2022 that provides discretionary and non‑discretionary asset management and financial planning services. As of March 2026 the firm reports $3,826,481 in assets under management across four discretionary accounts and indicates it serves individuals, high‑net‑worth individuals, and some institutions.
The firm says it develops a written investment policy tailored to each client’s goals and implements asset allocation informed by both technical and fundamental analysis. Portfolios are invested primarily in publicly traded securities (stocks, bonds, ETFs, and mutual funds), and the brochure notes the firm may also recommend REITs and structured notes; financial planning is included for asset‑management clients while one‑time planning is available for smaller accounts.
Although categorized as an investment manager that primarily serves pooled or institutional assets, Legacy’s stated acceptance of both non‑HNW and high‑net‑worth individual clients — with a $20,000 account minimum and exceptions at the firm’s discretion — is uncommon for its peer group. The firm operates at a relatively small scale (four accounts under $4 million AUM), recommends Charles Schwab as custodian, and discloses potential receipt of research/soft‑dollar benefits and quarterly custodial fee debits, items prospective individual clients may want to consider.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Fee options
$0+: 0.5% +: up to 2%
Account minimum: $20,000 Fee-only: Range from 0.5% to 2% annually, based on assets under management
Main office location
Legacy Wealth Advisors, LTD.
4745 North 7 Th Street, Suite 430
Phoenix AZ 85014, United States
Number of offices
1
Most active in
Legacy Wealth Advisors, LTD. has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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