Legacy Wealth Advisors, LLC Employee Directory

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

Legacy Wealth Advisors, LLC has approximately 11 employees.

Financial ServicesFlorida, United States11-50 Employees

Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families. As the name indicates, our firm's mission is to provide a sophisticated level of investment advisory services that will serve as the foundation for our clients' financial vision of perpetuating wealth intergenerationally and creating a lasting legacy for their families. Legacy Wealth Advisors provides a full suite of family office services for our clients in addition to our core advisory offering.

Find Legacy Wealth Advisors, LLC employees' phone numbers or email addresses

Legacy Wealth Advisors, LLC Global Highlights

North America
37

United States Of America
36
Canada
1

Legacy Wealth Advisors, LLC's Leadership

J. H.
Chief Investment Officer
Mobile Phone
Email
A. N.
President And Coo
Mobile Phone
Email
J. R.
Partner - Director Of Investments
Mobile Phone
Email
E. F.
Managing Partner
Mobile Phone
Email
J. W.
Founding Partner
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

Contact profiles from Legacy Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

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
A. S.
Principal
Mobile Phone
Email
United StatesIdaho
Oct 22, 2025
L. T.
Managing Member
Mobile Phone
Email
United StatesTennessee
Aug 21, 2025
D. W.
Registered Representative, 1031 Tax-Deferred Structured Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Dec 04, 2025
G. A.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
S. B.
Financial Advisor
Mobile Phone
Email
Dec 01, 2025
N. R.
Associate
Mobile Phone
Email
United StatesFlorida
Nov 17, 2025
B. M.
Compliance Officer
Mobile Phone
Email
United StatesFlorida
Nov 17, 2025

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 11 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Legacy Wealth Advisors, LLC's key employees include:

Chief Investment Officer: J. H.
President And Coo: A. N.
Partner - Director Of Investments: J. R.
Managing Partner: E. F.
Founding Partner: J. W.

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