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Legacy Wealth Advisors
Multifamily office listing in North Miami Beach, Florida, United States.
- SEC-registered
- Regulatory AUM
- $923 million
- Employees
- 14
- Clients
- 0
- SEC CRD
- 326117
An SEC-registered investment adviser serving families with complex financial and generational priorities through a family-office style platform.1
Overview
Legacy Wealth Advisors describes its platform as a family office for families with far-reaching holdings and multifaceted needs. The firm says its solutions draw on real-world experience and are developed in partnership with clients to address sensitive or challenging matters.1
Services
Legacy provides portfolio management, financial planning, tax planning, and estate planning. Its advisory services also include consulting and investment management.12
The firm offers discretionary and non-discretionary investment management according to the client agreement. It advises on mutual funds, exchange-traded funds, privately placed securities, pooled investment vehicles, and independent investment managers. Legacy continuously monitors investments it manages, while its financial planning and investment consulting recommendations are not actively monitored.2
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Estate planning
Client Focus
Legacy serves families with complex financial and generational priorities. The firm says its client community is built around access, alignment, and trust.1
Approach
Legacy states that it invests only in solutions it would use itself. Its client-partnership approach is intended to address sensitive matters through solutions shaped by practical experience.1
Assets and Minimums
Legacy reports fee-based pricing through fixed fees or fees based on assets under management. Ongoing fees are prorated and charged quarterly. The firm reports no minimum fee or account-size requirement.2
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2025 | $348 million | $169 million | $179 million |
| 2026 | $923 million | $492 million | $431 million |
| Year | Average AUM per client |
|---|---|
| 2025 | $14 million |
| 2026 | $46 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 4 |
| High net worth individuals | 16 |
| Year | Employees |
|---|---|
| 2025 | 11 |
| 2026 | 14 |
Ranks #12 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 326117. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What does Legacy Wealth Advisors do?
Legacy provides portfolio management, financial planning, consulting, investment management, tax planning, and estate planning.12
What investments can Legacy advise on?
The firm advises on mutual funds, exchange-traded funds, privately placed securities, pooled investment vehicles, and independent investment managers.2
Does Legacy require a minimum account size?
Legacy reports that it has no minimum fee or account-size requirement.2
Related resources
- LocationMultifamily offices in Florida
This Florida directory helps families and business owners compare multifamily office options by location and service focus. It can provide regional context when considering an adviser offering investment management, financial planning, tax planning, and estate planning through a family-office style platform.
- Network siteEstatePlanner.com
EstatePlanner.com offers plain-language guides on wills, trusts, and related estate planning topics. A family or business owner can use these materials to prepare questions about how estate planning fits with investment management, tax planning, and multigenerational priorities.
- GuideMFO vs SFO vs virtual family office
This comparison explains how multifamily offices differ from single-family offices and virtual family offices. It helps readers assess which structure may fit their family size, business needs, desired services, and preference for coordinated investment, financial, tax, and estate planning.
- GuideMultifamily office fees
This fee guide outlines common ways multifamily offices may charge for their services. Reviewing it can help a prospective client frame questions about costs, billing structures, and how investment management, planning, tax work, and estate services may be coordinated.
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Brainvest Wealth Management SAProfiles of Adi Dassler International Family Office, Barclay Breland Family Office, and Brainvest Wealth Management SA offer additional points of comparison. Readers can review how other firms present their services and client focus when evaluating options for complex family or business planning needs.
Sources
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.
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