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| Legacy Wealth Advisors LLC
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|---|---|
| CRD # | 127758 |
| SEC # | 801-119518 |
| CIK # | 0002111463 |
| AUM | 922.8 M (2026-03-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 408-452-7700 |
| Address | 2001 Gateway Place San Jose, CA 95110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.7 | ||
| Nvidia Corp | 4.9 | ||
| Microsoft Corp | 3.8 | ||
| Amazon Com Inc | 3.4 | ||
| Alphabet Inc | 3.0 | ||
| Tesla Motors Inc | 2.1 | ||
| Facebook Inc | 2.0 | ||
| Blackstone Secured Lending Fund | 1.9 | ||
| Flame Acquisition Corp | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 6.4 |
| (b) Individuals (high net worth individuals) | 46 | 168.0 |
| (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 | 0 | 0.0 |
| (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 | 3.9 |
| Total | 210 | 178.3 |
| By Discretionary | ||
| Discretionary | 184 | 168.4 |
| Non-Discretionary | 26 | 10.0 |
| Total | 210 | 178.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 177.1 | |
| Total | 210 | 178.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111463] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 55 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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