Legacy Wealth Advisors, LLC
● SEC registered since 2025CRD 281810SEC# 801-132330Clinton Township, MI
Reg. AUM
$132.3M
Employees
2
Accounts
602
Location
Clinton Township, MI
Legacy Wealth Advisors, LLC assets under management
Legacy Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Clinton Township, MI. The firm has been registered since 2025. It reports $132.3 million in regulatory assets under management and employs 2 people.
Legacy Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory M Carrico Control | Managing Member/Chief Compliance Officer/Investment Advisor Representative | 50-75% | 2015 |
| Jeffrey James Bruss Control | Managing Member | 50-75% | 2015 |
Frequently asked questions
How much does Legacy Wealth Advisors, LLC manage?
Legacy Wealth Advisors, LLC reports $132.3 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Advisors, LLC have?
Legacy Wealth Advisors, LLC reports 2 employees.
Where is Legacy Wealth Advisors, LLC located?
Legacy Wealth Advisors, LLC is based in Clinton Township, MI and has been SEC-registered since 2025.
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 | 41700 Hayes Road Suite a, Clinton Township, MI 48038 |
| Phone | 586-273-0072 |
| Fax | 586-286-6517 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.3M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.3Mregulatory AUM
Discretionary $132.3M