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LEGACY WEALTH ADVISORS, INC.
CRD 114868
408 WATER STREET, WAXAHACHIE, TX, 75165, United States
Phone
972-268-9385
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.9M
Discretionary AUM
$49.9M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $30.0M |
| High net worth individuals | 13 | $19.9M |
Official SEC filing: View on IAPD