LeadIQ logo
Learn more at LeadIQ.com
Legacy Wealth Advisors, LLC logo

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.

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

Legacy Wealth Advisors, LLC Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    32
  • Canada
    1

Legacy Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    R. M. I. C.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. N.
    President And Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Partner - Director Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. F.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Partner, Sr. Director Of Investments & Private Equity
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. L.
    Owner
    Phone icon
    Mobile Phone

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 Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesMissouri
    Apr 23, 2025
  • Stylized image of a person
    C. B.
    Client Services Representative
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 26, 2025
  • Stylized image of a person
    H. E.
    Marketing Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 25, 2025
  • Stylized image of a person
    M. D.
    Investment Professional
    Phone icon
    Mobile Phone
    United StatesMissouri
    Oct 17, 2024
  • Stylized image of a person
    R. H.
    Attorney
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    L. T.
    Phone icon
    Mobile Phone
    Dec 31, 2023

Frequently Asked Questions

What is Legacy Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconLegacy 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?

Minus sign iconPlus sign iconLegacy 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?

Minus sign iconPlus sign iconLegacy Wealth Advisors, LLC has approximately 13 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Chief Financial Officer: R. M. I. C.
  • Chief Investment Officer: J. H.
  • President And Coo: A. N.
  • Partner - Director Of Investments: J. R.
  • Managing Partner: E. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.