1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LEGACY WEALTH ADVISORS, LLC

Map pinNORTH MIAMI BEACH, FL
Phone305-808-6140
NotebookSEC #801-128702
Total AUM
$922.8M
Employees
14
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3323 NE 163RD ST
SUITE 402
NORTH MIAMI BEACH
FL 33160
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
305-808-6140
Other Offices
5

ReceiptFinancials

Total AUM
$922.8M
Accounts
279
Discretionary
$491.8M
Accounts
164
Non-Discretionary
$430.9M
Accounts
115

ContactClients

View more in analytics →

Individual Clients
4
AUM
$1.5M
HNW Individual Clients
16
AUM
$916.5M
Charitable Organization Clients
1
AUM
$4.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account