L
CRD: 159646
Legacy Wealth Advisors, LLC
Tucker, GA, 30084
4042938064
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2012
- Office Locations
- 1
Office Locations
4426 Hugh Howell Road Suite B507 Tucker GA
About Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC is a Tucker-based RIA. The firm has been operating for 14 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$295.6K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Harbor foundation Atlas vector Summit
Client Personas
Momentum ember
Investment Themes
Value Value legacy Atlas optima Value
Investment Vehicles
Vector unison
Services
Momentum Harbor ridge Harbor Oak element Frontier Atlas crest Meridian
Owner & Executives
L
LEROY TANKER
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2483463
- Ownership
- 75% or more
(509) 948-6599
alpha.insight@elementcapital.com
in linkedin.com/in/ridge-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,365,061 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,365,061 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,365,061
Equity - Exchange:
41.0% Derivatives:
40.2% Cash:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,358,429,344 | 41.0% |
| Derivatives | $3,292,899,015 | 40.2% |
| Cash | $1,539,962,724 | 18.8% |
| Total | $8,191,291,083 | 100.0% |