LEGACY WEALTH ADVISORS, LLC
Firm details
- Headquarters
- NORTH MIAMI BEACH, Florida
- CRD number
- 326117
- Registered since
- September 11, 2023
- Website
- lwgadvisors.com
- Custodians
- J.P. MORGAN SECURITIES INC., PERSHING LLC, GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC., ALLIANCEBERNSTEIN INVESTMENTS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.32%
- Charitable Organizations0.52%
- Individuals0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (2023) and organized as a limited liability company with both entity and individual ownership. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutional entities, and selection of external advisers. Compensation is a mix of percentage-of-AUM and fixed fees. Legacy is not flagged as an active ESG investor. The firm also lists industry roles as sponsor, general partner and managing member of pooled investment vehicles, which indicates direct involvement in creating or managing private pooled products in addition to selecting third‑party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other33%
- State & Local Bonds17%
- Cash & Cash Equivalents17%
- Exchange Traded Equities12%
- US Government Bonds9%
Owners & executives
1 of 1EUGENE FRENKEL
Chief Executive OfficerCRD 7787067
Contacts
3 of 5Julian Dallas
Investment AssociateCRD 8250992
ELISHA KES
Senior Vice PresidentCRD 5921398
Robert McNally
Director, CCOCRD 7787507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$136M in ETFs
76%
$103M
23%
$32.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $47M | 467,180 | 34.63% |
Location
NORTH MIAMI BEACH, FL
MIAMI DADE
Location
NORTH MIAMI BEACH, FL
Headquartered in NORTH MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 3323 NE 163rd St
- Time zone
- ET (UTC-5)
- Office locations
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