Legacy Wealth Advisors, LLC

Overview

Legacy Wealth Advisors, LLC is an independent investment advisory and wealth management firm in Silicon Valley. It serves high-net-worth families and institutional clients with financial, investment, estate and charitable planning. It works with clients' other advisers and can provide additional multi-family office services for larger or more complex estates. The firm is registered with the SEC as an investment adviser and reported $178.3M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals and high net worth individuals.

Services

• Financial planning
• Portfolio management
• Selecting other advisers
• Multi-family office services
• Cash flow projections
• Liquidity and cash reserves analysis
• Insurance review
• Entity planning

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Selecting other advisers

Location

See more firms in California.

Sources and last checked

• Legacy Wealth Advisors, LLC website, legacywealthadvisorsllc.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 127758), filed 03/18/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.