Multi-Family Office

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Legacy Wealth Advisors (LWA)

Legacy Wealth Advisors (LWA) is a multi-family office headquartered in Miami. The firm provides tailored investment advisory and wealth management services to...

Legacy Wealth Advisors (LWA)

Legacy Wealth Advisors (LWA) is a multi-family office headquartered in Miami. The firm provides tailored investment advisory and wealth management services to high-net-worth individuals and families, focusing on long-term capital preservation and growth. LWA offers comprehensive solutions that address investment strategy, estate planning, and intergenerational wealth transfer—supports clients in navigating complex financial landscapes and achieving their long-term objectives.

General information

Firm type

Multi Family Office

Year founded

2020

Location

Region

North America

Country

United States

City

Miami

Frequently asked questions

What is Legacy Wealth Advisors (LWA)?

Legacy Wealth Advisors (LWA) is a multi family office headquartered in Miami, United States.

When was Legacy Wealth Advisors (LWA) founded?

Legacy Wealth Advisors (LWA) was founded in 2020.

Where is Legacy Wealth Advisors (LWA) headquartered?

Legacy Wealth Advisors (LWA) is headquartered in Miami, United States, in the North America region.

What does Altss track for Legacy Wealth Advisors (LWA)?

Altss maintains an OSINT-verified profile of Legacy Wealth Advisors (LWA) covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Legacy Wealth Advisors (LWA)'s website?

Legacy Wealth Advisors (LWA)'s public website is lwgadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Legacy Wealth Advisors (LWA)?

Legacy Wealth Advisors (LWA) is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Legacy Wealth Advisors (LWA)?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Legacy Wealth Advisors (LWA)'s Altss profile last updated?

Legacy Wealth Advisors (LWA)'s profile on Altss was last refreshed on May 29, 2026. Continuous updates are applied as new public information is verified.

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.

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