ria
Legacy Wealth Advisors
NORTH MIAMI BEACH, FL
CRD: 326117
In PWD coverage since August 15, 2026 · 1 story
$923MRegulatory AUMSEC Form ADV · Sep 26
14EmployeesForm ADV
Regulatory AUM · Aug 16 – Sep 26
PWD coverage
The Close
The $83 Trillion Transfer Runs on Family Governance
The firms that teach families how to decide will hold the $83.5 trillion.