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.
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
—
AUM
—
Location
Region
North America
Country
—
City
Miami
Corporate office
—
Frequently asked questions
What is Legacy Wealth Advisors (LWA)?
Legacy Wealth Advisors (LWA) is a multi family office headquartered in Miami.
Where is Legacy Wealth Advisors (LWA) headquartered?
Legacy Wealth Advisors (LWA) is headquartered in Miami, 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 type of firm is Legacy Wealth Advisors (LWA)?
Legacy Wealth Advisors (LWA) is classified by Altss as a Multi Family Office 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.
How fresh is the Altss profile for Legacy Wealth Advisors (LWA)?
Legacy Wealth Advisors (LWA)'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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