LEGACY WEALTH ADVISORS, INC.

Overview

Legacy Wealth Advisors, Inc. is an independent registered investment adviser serving individual and family clients with financial planning and discretionary portfolio management. The firm operates on a fee model that combines a percentage of assets under management with the option for hourly engagements, and it also provides portfolio management services tailored to small businesses and institutional clients. Legacy Wealth Advisors does not position itself as an ESG-focused or pension consultancy, and it reports an accountant affiliation as part of its industry relationships. Investment activity shows a clear tilt toward exchange-traded equities as the primary execution vehicle, supplemented by externally managed alternative strategies. The firm uses discretionary authority across its client base, which enables model-driven allocation changes and tactical shifts without seeking approval for each trade. Legacy Wealth Advisors does not identify as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices