What departments does Legacy Wealth Advisors, LLC have?

Legacy Wealth Advisors, LLC has employees across 5 departments including Operations, Entrepreneurship, Consultant, Banking, Legal.

What is the largest department at Legacy Wealth Advisors, LLC?

The largest department at Legacy Wealth Advisors, LLC is Banking with 2 employees.

Where are Legacy Wealth Advisors, LLC employees located globally?

Legacy Wealth Advisors, LLC has employees across 2 continents and 2 countries including India, United States Of America.

How has Legacy Wealth Advisors, LLC's team size changed over time?

Legacy Wealth Advisors, LLC's team has grown from approximately 7 to 12 employees based on available data.

Legacy Wealth Advisors, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Legacy Wealth Advisors, LLC operates as a multi-family office within the financial services sector, serving high-net-worth and ultra-high-net-worth families. The firm offers investment advisory services intended to support long-term financial objectives and the goal of preserving wealth across generations while building a lasting family legacy. In addition to its core advisory work, it provides a comprehensive set of family office services to address a broad range of wealth-management needs.

Based in Miami, Florida, the company targets affluent families seeking coordinated, holistic wealth-management solutions. It is described as a small to mid-sized practice, and maintains a website at lwgadvisors.com for information about its services.

Legacy Wealth Advisors, LLC Global Highlights

North America
41

United States Of America
41

Asia
3

India
3

Legacy Wealth Advisors, LLC's Leadership

A. N.
President And Coo
Mobile Phone
Email
K. H.
Partner, Sr. Director Of Investments & Private Equity
Mobile Phone
Email
K. L.
Owner
Mobile Phone
Email
R. E.
Principal And Cofounder
Mobile Phone
Email
M. F.
Associate Relationship Manager
Mobile Phone
Email
K. R.
Principal
Mobile Phone
Email
N. C.
Senior Consultant & Advisory Board Member
Mobile Phone
Email
N. I.
Financial Advisor
Mobile Phone
Email

Legacy Wealth Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Accounting
Other
Finance

Contact profiles from Legacy Wealth Advisors, LLC

Name

Title

Contact

Location

Last Update

A. N.
President And Coo
Mobile Phone
Email
Aug 07, 2026
K. H.
Partner, Sr. Director Of Investments & Private Equity
Mobile Phone
Email
Oct 23, 2024
K. L.
Owner
Mobile Phone
Email
Apr 04, 2025
R. E.
Principal And Cofounder
Mobile Phone
Email
Jun 08, 2026
M. F.
Associate Relationship Manager
Mobile Phone
Email
Oct 18, 2024
K. R.
Principal
Mobile Phone
Email
Oct 22, 2024
N. C.
Senior Consultant & Advisory Board Member
Mobile Phone
Email
Oct 22, 2024
N. I.
Financial Advisor
Mobile Phone
Email
Jun 29, 2026
S. B.
Financial Advisor
Mobile Phone
Email
May 30, 2026
R. H.
Attorney
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Legacy Wealth Advisors, LLC known for?

Legacy Wealth Advisors, LLC operates in the Financial Services industry. Explore Legacy Wealth Advisors, LLC's company overview page for more information.

What is Legacy Wealth Advisors, LLC's most common email format?

Legacy Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Legacy Wealth Advisors, LLC have currently?

Legacy Wealth Advisors, LLC has approximately 14 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Legacy Wealth Advisors, LLC's key employees and leadership?

As of July 2026, Legacy Wealth Advisors, LLC's key employees include:

President And Coo: A. N.
Partner, Sr. Director Of Investments & Private Equity: K. H.
Owner: K. L.
Principal And Cofounder: R. E.
Associate Relationship Manager: M. F.

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Legacy Wealth Advisors, LLC Employee Directory

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