Legacy Wealth Advisors, LLC
● SEC registered since 2023CRD 326117SEC# 801-128702North Miami Beach, FL
Reg. AUM
$922.8M
Employees
14
Accounts
279
Location
North Miami Beach, FL
Legacy Wealth Advisors, LLC assets under management
Legacy Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in North Miami Beach, FL. The firm has been registered since 2023. It reports $922.8 million in regulatory assets under management and employs 14 people.
Legacy Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Betajax, LLC Control | Managing Member | Over 75% | 2015 |
| Eugene Lazarevich Frenkel Control | Chief Executive Officer | Under 5% | 2015 |
| Legacy Ef Holdco. I, Inc. Control | Member | 5-10% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Wealth Advisors, LLC manage?
Legacy Wealth Advisors, LLC reports $922.8 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Advisors, LLC have?
Legacy Wealth Advisors, LLC reports 14 employees.
Where is Legacy Wealth Advisors, LLC located?
Legacy Wealth Advisors, LLC is based in North Miami Beach, FL and has been SEC-registered since 2023.
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 | 3323 NE 163rd St, Suite 402, North Miami Beach, FL 33160 |
| Phone | 305-808-6140 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$922.8M▲ 165%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$922.8Mregulatory AUM
Discretionary $491.8MNon-discretionary $430.9M