RIA Intel›Advisers›Texas›LEGACY WEALTH ADVISORS, INC.

LEGACY WEALTH ADVISORS, INC.

Advisory

WAXAHACHIE, TX

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in TX

#1,755

of 2,813 advisers by AUM

Average account

$166K

across 301 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients185

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

185 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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