CRD: 127758
Legacy Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-15-2000
- Office Locations
- 2
Office Locations
About Legacy Wealth Advisors, LLC
Legacy Wealth Advisors is an independent RIA in Silicon Valley providing wealth management and integrated financial, investment, estate, and charitable planning for high-net-worth families and institutional clients. The team coordinates closely with clients’ CPAs and estate attorneys, and manages portfolios using public funds and ETFs, with custody through Charles Schwab.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 18, 2026, reported AUM increased 29.7%, from $137.5M to $178.3M.
Across 5 reported observations, AUM increased 44.0% between March 29, 2022 and March 18, 2026, from $123.8M to $178.3M.
Of the latest reported AUM, 94.4% is discretionary and 5.6% is non-discretionary.
The firm reports 4 advisory representatives and 117 clients, or 29.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
EDWIN KYU SUNG RYU
Chief Investment Officer, Founder, President, Wealth Advisor
- CRD
- #1289017
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ELIZABETH LOUISE FLORES
Investment Advisor
- CRD
- #4617040
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,355,917 | $914,978 |
| Non-Discretionary | $9,987,705 | $384,143 |
| Total | $178,343,622 | $849,255 |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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