Legacy Wealth Advisors, LLC Employee Directory

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

Legacy Wealth Advisors, LLC has approximately 14 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
34

United States Of America
33
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

Legacy Wealth Advisors, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Accounting
Other

Contact profiles from Legacy Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

C. B.
Client Services Representative
Mobile Phone
Email
United StatesMinnesota
Apr 26, 2025
H. E.
Marketing Assistant
Mobile Phone
Email
United StatesNew York
Apr 25, 2025
M. D.
Investment Professional
Mobile Phone
Email
United StatesMissouri
Oct 17, 2024
R. H.
Attorney
Mobile Phone
Email
Oct 16, 2024
E. E. K.
Senior Vice President - Portfolio Reporting & Data Analytics
Mobile Phone
Email
United States
Mar 01, 2026
L. T.
Mobile Phone
Email
Dec 31, 2023

Frequently Asked Questions

What is Legacy Wealth Advisors, LLC known for?

Legacy Wealth Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 801 Brickell Avenue 2550 Miami, Florida 33131 United States. 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 March 2026. These team members are located across 1 continents, including North America.

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

As of March 2026, 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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