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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Wealth Advisors LLC
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| CRD # | 281810 |
| SEC # | 801-132330 |
| CIK # | |
| AUM | $137.5 M (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 586-273-0072 |
| Address | 41700 Hayes Road Suite A Clinton Township, MI 48038 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 50.8 |
| (b) Individuals (high net worth individuals) | 42 | 48.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 102.8 |
| By Discretionary | ||
| Discretionary | 523 | 102.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 102.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.8 | |
| Total | 523 | 102.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Wealth Group LLC
✚
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OH | 0.1 |
|
Onesource Advisors LLC
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CA | 0.1 |
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Collective Wealth Advisors LLC
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TX | 0.1 |
|
Midwestern Financial LLC
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IA | 0.1 |
|
RBF Capital Management Inc
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FL | 0.1 |
|
Hardy Investment Inc
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0.1 | |
|
Financial Freedom for Dentists LLC
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|
WA | 0.1 |
|
FLP Wealth Management LLC
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|
AR | 0.1 |
|
Opulen Financial Group LLC
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|
VA | 0.1 |
|
CornerStone Financial Management LLC
✚
|
MA | 0.1 |