Multi-Family OfficeRIA · CRD 326117SEC-Registered

Updated:

Legacy Wealth Advisors

Legacy Wealth Advisors is an SEC-registered investment adviser in North Miami Beach, FL, registered since 2023. The firm manages $923 million in assets, with...

Legacy Wealth Advisors logo

Legacy Wealth Advisors

Legacy Wealth Advisors is an SEC-registered investment adviser in North Miami Beach, FL, registered since 2023. The firm manages $923 million in assets, with $492 million on a discretionary basis. It has 14 employees and 5 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2020

AUM

Undisclosed

Location

Region

Asia

Country

Singapore

City

North Miami Beach

Corporate office

Singapore

Frequently asked questions

Is Legacy Wealth Advisors structured as a single-family office or a multi-family office?

Legacy Wealth Advisors operates as a multi-family office, meaning it serves several unrelated wealthy families rather than the capital of a single founder or family. Multi-family offices in Singapore typically provide consolidated investment management, estate planning, and administrative services. The firm's own corporate structure and any associated licenses are not publicly detailed.

Who are the principals behind Legacy Wealth Advisors?

No named principals — founders, senior executives, or investment decision-makers — have been publicly disclosed by the firm or reported in the business press. This level of discretion is not unusual among Singapore-based wealth managers, but it prevents any outside assessment of the team's experience or track record.

What is Legacy Wealth Advisors' known assets under management?

The firm does not publish an AUM number, nor has a figure been reported by a credible financial publication. In Singapore's multi-family office segment, AUM often remains private unless the firm manages a registered fund or voluntarily discloses the total. Any estimate would be speculative.

How does Legacy Wealth Advisors source investment opportunities?

The firm's sourcing model is not publicly documented. Multi-family offices in Singapore often rely on private banking relationships, networks of regional boutiques, and direct introductions for deal flow rather than broad-market solicitation. Without public commentary from the firm, the specifics of its sourcing channels remain unknown.

Does Legacy Wealth Advisors co-invest alongside external general partners?

No public record confirms whether Legacy Wealth Advisors participates in co-investments alongside external GPs. Some Singapore multi-family offices build co-investment offerings into their client mandates to reduce fee drag; others stay exclusively in fund commitments or managed accounts. The firm has not clarified its posture.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More North Miami Beach Multi Family Office profiles