# Legacy Wealth Advisors

Legacy Wealth Advisors is a Multi Family Office based in North Miami Beach, Singapore.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** North Miami Beach, Singapore
- **Region:** Asia
- **Address:** Singapore
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://www.thelegacywealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/the-legacy-wealth-advisors

## Regulatory record

- **CRD number:** 326117
- **SEC file number:** 801-128702
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30
- **Reports private funds:** No

## About

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.

## Questions

### 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.

### 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.

## Related profiles

- [Legacy Trust Group](https://altss.com/profile/legacy-trust-group)
- [Legacy Wealth Planning](https://altss.com/profile/legacy-wealth-planning)

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Updated: 2026-10-23T13:05:51Z

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