Legacy Wealth Advisors, LLC
● SEC registered since 2020CRD 127758SEC# 801-119518San Jose, CA
Reg. AUM
$178.3M
Employees
6
Accounts
210
Location
San Jose, CA
Legacy Wealth Advisors, LLC assets under management
Legacy Wealth Advisors, LLC operates as an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2020. It reports $178.3 million in regulatory assets under management and employs 6 people.
Legacy Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edwin Kyu Sung Ryu Control | Member/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Legacy Wealth Advisors, LLC manage?
Legacy Wealth Advisors, LLC reports $178.3 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Advisors, LLC have?
Legacy Wealth Advisors, LLC reports 6 employees.
Where is Legacy Wealth Advisors, LLC located?
Legacy Wealth Advisors, LLC is based in San Jose, CA and has been SEC-registered since 2020.
Does Legacy Wealth Advisors, LLC disclose fund performance?
Legacy Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2001 Gateway Place, Suite 600w, San Jose, CA 95110 |
| Phone | (408) 452-7700 |
| Fax | (408) 452-7470 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.3M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$178.3Mregulatory AUM
Discretionary $168.4MNon-discretionary $10M