CRD: 127758
Legacy Wealth Advisors, LLC
$178.3M Total AUM
$168.4M Disc. AUM
18.9% 3Y CAGR
6 Employees
117 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-2000
- Office Locations
- 2
Office Locations
2001 Gateway Place, Suite 600w SAN Jose CA
-- Santa Cruz CA
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.
Team overview
65 AVG AGE
$44.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
16 yrs AVG TENURE
6 Employees
4 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
EDWIN KYU SUNG RYU
Chief Investment Officer, Founder, President, Wealth Advisor
- CRD
- #1289017
- Ownership
- 75% or more
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E
ELIZABETH LOUISE FLORES
Investment Advisor
- CRD
- #4617040
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
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Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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