Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC is an SEC-registered mass-market adviser in Clinton Township, MI with $132.3M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Legacy Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281810, SEC 801-132330, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $132.3M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Clinton Township, MI
- Employees
- 2
- Clients
- 251
- CRD
- 281810
- Ownership
- CARRICO, GREGORY, M; BRUSS, JEFFREY, JAMES
How much AUM does Legacy Wealth Advisors, LLC have?
Legacy Wealth Advisors, LLC reported $132.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Legacy Wealth Advisors, LLC?
Disclosed owners and executives of Legacy Wealth Advisors, LLC include CARRICO, GREGORY, M, BRUSS, JEFFREY, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.