Active
LEGACY WEALTH ADVISORS, LLC
Investment Advice|SAN JOSE, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$137.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 130.1M |
| Non-Discretionary | 7.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 127758 |
| SEC Number | 801-119518 |
| Street Address | 2001 GATEWAY PLACE |
| Street Address 2 | SUITE 600W |
| Location | SAN JOSE, CA 95110 |
| Country | United States |
| Phone | (408) 452-7700 |
| Fax | (408) 452-7470 |
| Total Employees | 6 |
Client Count by Type (55 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 42 |
| Individuals (other than H… | 13 |
Community Partners
CITY OF CAMPBELL
CITY OF CUPERTINO
CITY OF GILROY
CITY OF LOS ALTOS
CITY OF MILPITAS
CITY OF MONTE SERENO
CITY OF MORGAN HILL
CITY OF MOUNTAIN VIEW
CITY OF PALO ALTO
CITY OF SAN JOSE
CITY OF SANTA CLARA
CITY OF SARATOGA
CITY OF SUNNYVALE
COUNTY OF SANTA CLARA
TOWN OF LOS ALTOS HILLS
TOWN OF LOS GATOS
CITY OF CAMPBELL
CITY OF CUPERTINO
CITY OF GILROY
CITY OF LOS ALTOS
CITY OF MILPITAS
CITY OF MONTE SERENO
CITY OF MORGAN HILL
CITY OF MOUNTAIN VIEW
CITY OF PALO ALTO
CITY OF SAN JOSE
CITY OF SANTA CLARA
CITY OF SARATOGA
CITY OF SUNNYVALE
COUNTY OF SANTA CLARA
TOWN OF LOS ALTOS HILLS
TOWN OF LOS GATOS
CITY OF CAMPBELL
CITY OF CUPERTINO
CITY OF GILROY
CITY OF LOS ALTOS
CITY OF MILPITAS
CITY OF MONTE SERENO
CITY OF MORGAN HILL
CITY OF MOUNTAIN VIEW
CITY OF PALO ALTO
CITY OF SAN JOSE
CITY OF SANTA CLARA
CITY OF SARATOGA
CITY OF SUNNYVALE
COUNTY OF SANTA CLARA
TOWN OF LOS ALTOS HILLS
TOWN OF LOS GATOS
Municipal Government
16 Active
16
Organizations
ALDERCROFT HEIGHTS COUNTY WATER DIST
BAY AREA COMMUNITY COLLEGE DISTRICTS JPA
BURBANK SANITARY DISTRICT
CALIFORNIA MUNICIPAL PUBLIC FINANCING AUTHORITY
California Statewide Communities Development Authority CFD No 2023-11
California Statewide Communities Development Authority CFD No 2024-24
California Statewide Communities Development Authority CFD No 2026-07
CUPERTINO SANITARY DISTRICT
EL CAMINO HEALTHCARE DISTRICT
GILROY PUBLIC FACILITIES FINANCING AUTHORITY
GUADALUPE-COYOTE RESOURCE CONSER DIST
LAKE CANYON COMMUNITY SERVICES DISTRICT
LIONS GATE COMMUNITY SERVICES DISTRICT
LOMA PRIETA RESOURCE CONS DISTRICT
LOS GATOS-SARATOGA DEPT. OF COMMUNITY EDUCATION AND RECREATION
MID-PENINSULA REGIONAL OPEN SPACE DISTRICT
NORTH COUNTY LIBRARY AUTHORITY
NORTHERN CALIFORNIA CMTY COLLEGE POOL
NORTH SANTA CLARA RESOURCE CONSERVATION DISTRICT
PACIFIC VALLEY SCHOOLS FINANCING AUTHORITY
ALDERCROFT HEIGHTS COUNTY WATER DIST
BAY AREA COMMUNITY COLLEGE DISTRICTS JPA
BURBANK SANITARY DISTRICT
CALIFORNIA MUNICIPAL PUBLIC FINANCING AUTHORITY
California Statewide Communities Development Authority CFD No 2023-11
California Statewide Communities Development Authority CFD No 2024-24
California Statewide Communities Development Authority CFD No 2026-07
CUPERTINO SANITARY DISTRICT
EL CAMINO HEALTHCARE DISTRICT
GILROY PUBLIC FACILITIES FINANCING AUTHORITY
GUADALUPE-COYOTE RESOURCE CONSER DIST
LAKE CANYON COMMUNITY SERVICES DISTRICT
LIONS GATE COMMUNITY SERVICES DISTRICT
LOMA PRIETA RESOURCE CONS DISTRICT
LOS GATOS-SARATOGA DEPT. OF COMMUNITY EDUCATION AND RECREATION
MID-PENINSULA REGIONAL OPEN SPACE DISTRICT
NORTH COUNTY LIBRARY AUTHORITY
NORTHERN CALIFORNIA CMTY COLLEGE POOL
NORTH SANTA CLARA RESOURCE CONSERVATION DISTRICT
PACIFIC VALLEY SCHOOLS FINANCING AUTHORITY
ALDERCROFT HEIGHTS COUNTY WATER DIST
BAY AREA COMMUNITY COLLEGE DISTRICTS JPA
BURBANK SANITARY DISTRICT
CALIFORNIA MUNICIPAL PUBLIC FINANCING AUTHORITY
California Statewide Communities Development Authority CFD No 2023-11
California Statewide Communities Development Authority CFD No 2024-24
California Statewide Communities Development Authority CFD No 2026-07
CUPERTINO SANITARY DISTRICT
EL CAMINO HEALTHCARE DISTRICT
GILROY PUBLIC FACILITIES FINANCING AUTHORITY
GUADALUPE-COYOTE RESOURCE CONSER DIST
LAKE CANYON COMMUNITY SERVICES DISTRICT
LIONS GATE COMMUNITY SERVICES DISTRICT
LOMA PRIETA RESOURCE CONS DISTRICT
LOS GATOS-SARATOGA DEPT. OF COMMUNITY EDUCATION AND RECREATION
MID-PENINSULA REGIONAL OPEN SPACE DISTRICT
NORTH COUNTY LIBRARY AUTHORITY
NORTHERN CALIFORNIA CMTY COLLEGE POOL
NORTH SANTA CLARA RESOURCE CONSERVATION DISTRICT
PACIFIC VALLEY SCHOOLS FINANCING AUTHORITY
Special District
52 Active
52
Organizations
ACE HIGH SCHOOL
ACE INSPIRE
ALUM ROCK UNION ELEM SCH DIST
BERRYESSA UNION ELEM SCH DIST
CAMBRIAN SCHOOL DISTRICT
CAMPBELL UNION HIGH SCHOOL DIST
CAMPBELL UNION SCHOOL DISTRICT
CUPERTINO UNION ELEM SCH DIST
EASTSIDE UNION HIGH SCHOOL DIST
EVERGREEN ELEM SCH DIST
FOOTHILL-DE ANZA COMMUNITY COLLEGE DISTRICT
FRANKLIN MCKINLEY ELEMENTARY SCH
FRANKLIN-MCKINLEY SCHOOL DISTRICT
FREMONT UNION HIGH SCHOOL DIST
FUHSD ADULT SCHOOL
GAVILAN COMMUNITY COLLEGE DISTRICT
GILROY UNIFIED SCHOOL DISTRICT
LAKESIDE JT SCHOOL DISTRICT
LOMA PRIETA JT ELEM SCH DIST
LOS ALTOS ELEM SCH DIST
ACE HIGH SCHOOL
ACE INSPIRE
ALUM ROCK UNION ELEM SCH DIST
BERRYESSA UNION ELEM SCH DIST
CAMBRIAN SCHOOL DISTRICT
CAMPBELL UNION HIGH SCHOOL DIST
CAMPBELL UNION SCHOOL DISTRICT
CUPERTINO UNION ELEM SCH DIST
EASTSIDE UNION HIGH SCHOOL DIST
EVERGREEN ELEM SCH DIST
FOOTHILL-DE ANZA COMMUNITY COLLEGE DISTRICT
FRANKLIN MCKINLEY ELEMENTARY SCH
FRANKLIN-MCKINLEY SCHOOL DISTRICT
FREMONT UNION HIGH SCHOOL DIST
FUHSD ADULT SCHOOL
GAVILAN COMMUNITY COLLEGE DISTRICT
GILROY UNIFIED SCHOOL DISTRICT
LAKESIDE JT SCHOOL DISTRICT
LOMA PRIETA JT ELEM SCH DIST
LOS ALTOS ELEM SCH DIST
ACE HIGH SCHOOL
ACE INSPIRE
ALUM ROCK UNION ELEM SCH DIST
BERRYESSA UNION ELEM SCH DIST
CAMBRIAN SCHOOL DISTRICT
CAMPBELL UNION HIGH SCHOOL DIST
CAMPBELL UNION SCHOOL DISTRICT
CUPERTINO UNION ELEM SCH DIST
EASTSIDE UNION HIGH SCHOOL DIST
EVERGREEN ELEM SCH DIST
FOOTHILL-DE ANZA COMMUNITY COLLEGE DISTRICT
FRANKLIN MCKINLEY ELEMENTARY SCH
FRANKLIN-MCKINLEY SCHOOL DISTRICT
FREMONT UNION HIGH SCHOOL DIST
FUHSD ADULT SCHOOL
GAVILAN COMMUNITY COLLEGE DISTRICT
GILROY UNIFIED SCHOOL DISTRICT
LAKESIDE JT SCHOOL DISTRICT
LOMA PRIETA JT ELEM SCH DIST
LOS ALTOS ELEM SCH DIST
School District
41 Active
41
Organizations
1000 DAYS TO SUCCESS SCHOOL NETWORK
100 BLACK MEN OF SILICON VALLEY INC
100 CLUB OF SANTA CLARA COUNTY
100 DOLLAR HATS
100 WOMEN CHARITABLE FOUNDATION INC
103 TRUCKEE RIVER CHAPTER OF TROUT UNLIMITED
1040 FOUNDATION
1056 OLINDER PTA
106 MILES
108 FOUNDATION INC
10 ACADEMY CORP
10FORACAUSE
117 SILICON VALLEY-SANTA CLARA
121 FOUNDATION INC
124 PENINSULA-PALO ALTO
128 COLLECTIVE FOUNDATION
128 COLLECTIVE INITIATIVES INC
149TH ARMOR REGIMENT
175 RUNNING HILL LLC
1881 ENDOWMENT FUND
1000 DAYS TO SUCCESS SCHOOL NETWORK
100 BLACK MEN OF SILICON VALLEY INC
100 CLUB OF SANTA CLARA COUNTY
100 DOLLAR HATS
100 WOMEN CHARITABLE FOUNDATION INC
103 TRUCKEE RIVER CHAPTER OF TROUT UNLIMITED
1040 FOUNDATION
1056 OLINDER PTA
106 MILES
108 FOUNDATION INC
10 ACADEMY CORP
10FORACAUSE
117 SILICON VALLEY-SANTA CLARA
121 FOUNDATION INC
124 PENINSULA-PALO ALTO
128 COLLECTIVE FOUNDATION
128 COLLECTIVE INITIATIVES INC
149TH ARMOR REGIMENT
175 RUNNING HILL LLC
1881 ENDOWMENT FUND
1000 DAYS TO SUCCESS SCHOOL NETWORK
100 BLACK MEN OF SILICON VALLEY INC
100 CLUB OF SANTA CLARA COUNTY
100 DOLLAR HATS
100 WOMEN CHARITABLE FOUNDATION INC
103 TRUCKEE RIVER CHAPTER OF TROUT UNLIMITED
1040 FOUNDATION
1056 OLINDER PTA
106 MILES
108 FOUNDATION INC
10 ACADEMY CORP
10FORACAUSE
117 SILICON VALLEY-SANTA CLARA
121 FOUNDATION INC
124 PENINSULA-PALO ALTO
128 COLLECTIVE FOUNDATION
128 COLLECTIVE INITIATIVES INC
149TH ARMOR REGIMENT
175 RUNNING HILL LLC
1881 ENDOWMENT FUND
Nonprofit Organization
12188 Active
12188
Organizations
Community Partners157 organizations
COUNTY OF SANTA CLARA
Municipal Government·SAN JOSE
ALDERCROFT HEIGHTS COUNTY WATER DIST
Special District·LOS GATOS
BURBANK SANITARY DISTRICT
Special District·CUPERTINO
GILROY PUBLIC FACILITIES FINANCING AUTHORITY
Special District·GILROY
LAKE CANYON COMMUNITY SERVICES DISTRICT
Special District·LOS GATOS
LIONS GATE COMMUNITY SERVICES DISTRICT
Special District·SAN MARTIN
LOMA PRIETA RESOURCE CONS DISTRICT
Special District·GILROY
NORTH COUNTY LIBRARY AUTHORITY
Special District·LOS ALTOS
NORTHERN CALIFORNIA CMTY COLLEGE POOL
Special District·TORRANCE
NORTH SANTA CLARA RESOURCE CONSERVATION DISTRICT
Special District·SAN JOSE
PACIFIC VALLEY SCHOOLS FINANCING AUTHORITY
Special District·SAN JOSE
San Jose CFD No 1
Special District
San Jose CFD No 10
Special District
San Jose CFD No 6
Special District
San Jose CFD No 9
Special District
San Jose Financing Authority
Special District
SAN JOSE-SANTA CLARA CLEAN WTR FINANCING AUTH
Special District·SAN JOSE
SAN MARTIN COUNTY WATER DIST
Special District·SAN MARTIN
SANTA CLARA CO ABAND VEHICLE ABATEMENT SERVICE AUTH
Special District·SAN JOSE
SANTA CLARA COUNTY CENTRAL FIRE PROTECTION DISTRICT
Special District·LOS GATOS
SANTA CLARA COUNTY HOUSING AUTHORITY
Special District·SAN JOSE
SANTA CLARA VALLEY HABITAT AGENCY
Special District·MORGAN HILL
SANTA CLARA VALLEY WATER DISTRICT
Special District·SAN JOSE
SCHOOL ALLIANCE FOR WORKERS COMP EXCESSS II
Special District·TORRANCE
SILICON VALLEY CLEAN ENERGY AUTHORITY
Special District·SUNNYVALE
SOUTH BAY REG PUBLIC SFTY TRAINING CONSORT
Special District·SAN JOSE
SOUTH SANTA CLARA VALLEY MEMORIAL DIST
Special District·GILROY
ACE HIGH SCHOOL
School District·SAN JOSE
ACE INSPIRE
School District·SAN JOSE
FUHSD ADULT SCHOOL
School District·SUNNYVALE
WEST VALLEY-MISSION COMMUNITY COLLEGE DISTRICT
School District·SARATOGA
1000 DAYS TO SUCCESS SCHOOL NETWORK
Nonprofit Organization·San Jose
100 BLACK MEN OF SILICON VALLEY INC
Nonprofit Organization·San Jose
100 CLUB OF SANTA CLARA COUNTY
Nonprofit Organization·MILPITAS
100 DOLLAR HATS
Nonprofit Organization·PALO ALTO
100 WOMEN CHARITABLE FOUNDATION INC
Nonprofit Organization·LOS ALTOS
103 TRUCKEE RIVER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·CUPERTINO
1040 FOUNDATION
Nonprofit Organization·SUNNYVALE
1056 OLINDER PTA
Nonprofit Organization·San Jose
106 MILES
Nonprofit Organization·Palo Alto
108 FOUNDATION INC
Nonprofit Organization·Santa Clara
10 ACADEMY CORP
Nonprofit Organization·Santa Clara
10FORACAUSE
Nonprofit Organization·San Jose
117 SILICON VALLEY-SANTA CLARA
Nonprofit Organization·Sunnyvale
121 FOUNDATION INC
Nonprofit Organization·LOS GATOS
124 PENINSULA-PALO ALTO
Nonprofit Organization·CUPERTINO
128 COLLECTIVE FOUNDATION
Nonprofit Organization·PALO ALTO
128 COLLECTIVE INITIATIVES INC
Nonprofit Organization·PALO ALTO
149TH ARMOR REGIMENT
Nonprofit Organization·San Jose
175 RUNNING HILL LLC
Nonprofit Organization·SUNNYVALE
1881 ENDOWMENT FUND
Nonprofit Organization·Los Altos
18 HOLE WOMENS SECTION STANFORD GOLF CLUB
Nonprofit Organization·Los Altos
19 FOR LIFE FOUNDATION
Nonprofit Organization·SAN JOSE
1INFINITELIFE
Nonprofit Organization·PALO ALTO
1 PLUS INSTITUTE OF CULTURE AND HUMANITIES
Nonprofit Organization·San Jose
1ST STARTUP USA
Nonprofit Organization·San Jose
2200 MUSIC FOUNDATION
Nonprofit Organization·Los Gatos
2231 SAN JOSE CAMPBELL W SAN JOSE
Nonprofit Organization·Campbell
23ANDME RESEARCH INSTITUTE
Nonprofit Organization·Mountain View
278 FORESTVILLE REBEKAH LODGE
Nonprofit Organization·GILROY
28676796 CARRY THE VISION TOASTMASTERS
Nonprofit Organization·Morgan Hill
2B1 FOUNDATION
Nonprofit Organization·SANTA CLARA
30 DOLLAR FINANCE
Nonprofit Organization·San Jose
350 SILICON VALLEY
Nonprofit Organization·San Jose
398 GILROY
Nonprofit Organization·San Martin
3CFORUM
Nonprofit Organization·Mountain View
3E EMPOWERMENT FOUNDATION NFP
Nonprofit Organization·GILROY
3 GENERATION EDUCATION
Nonprofit Organization·Los Altos
3J FOUNDATION
Nonprofit Organization·SAN JOSE
460 EASTON
Nonprofit Organization·SAN JOSE
463 MORGAN HILL
Nonprofit Organization·Morgan Hill
4AI
Nonprofit Organization·PALO ALTO
4CITY COMMUNITY SPORTS LEAGUES
Nonprofit Organization·Los Altos Hills
4-H CLUBS & AFFILIATED 4 H ORGAN
Nonprofit Organization·San Jose
4-H CLUBS & AFFILIATED 4 H ORGAN
Nonprofit Organization·San Jose
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Jose
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Los Altos Hills
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Jose
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Jose
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Jose
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Jose