Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC is an SEC-registered wealth manager in San Jose, CA with $178.3M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Legacy Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127758, SEC 801-119518, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $178.3M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- San Jose, CA
- Employees
- 6
- Clients
- 62
- CRD
- 127758
- Ownership
- RYU, EDWIN, KYU SUNG; GARDNER, GARY, PAUL; STIMPFIG, DAVID, ALBERT
How much AUM does Legacy Wealth Advisors, LLC have?
Legacy Wealth Advisors, LLC reported $178.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Legacy Wealth Advisors, LLC?
Disclosed owners and executives of Legacy Wealth Advisors, LLC include RYU, EDWIN, KYU SUNG, GARDNER, GARY, PAUL, STIMPFIG, DAVID, ALBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.