LEGACY WEALTH ADVISORS, LLC

CRD 326117File 801-128702

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$922.8M

Above cohort median (national)

Discretionary AUM

$491.8M

Non-discretionary $430.9M

Clients

279 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Sep 11, 2023
Principal office: 3323 NE 163RD ST, SUITE 402, NORTH MIAMI BEACH, FL, 33160
Phone: 305-808-6140
Website: https://lwgadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $922.8M
Discretionary AUM: $491.8M
Non-discretionary AUM: $430.9M
Discretionary accounts: 164
Non-discretionary accounts: 115
Total accounts: 279
AUM per client: $46.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$4.8M
High net worth individuals	16	$916.5M
Individuals (other than high net worth individuals)	4	$1.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.