Legacy Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Wealth Advisors serves high-net-worth individuals, families and institutional clients in a multi-family office and wealth management capacity. The firm provides discretionary and non-discretionary portfolio management, financial planning and consulting, real estate consulting, and oversight of third-party managers, managing roughly $178 million in client assets for about 62 clients with a two-advisor team.
The firm’s investment process emphasizes a top-down assessment of macroeconomic and market trends combined with client-specific risk profiling using questionnaires and interviews. Portfolios are customized and may include individual securities, mutual funds, ETFs, third‑party managers (many on the Envestnet platform), periodic rebalancing, and tactical shifts to exploit short‑term market opportunities; the firm also monitors illiquid holdings and can build portfolios around them.
What distinguishes the firm from many peers is its in‑house accounting capability: a CPA on the advisory team offers tax planning, accounting and consulting services (a relationship the brochure notes can create conflicts of interest when clients are referred for those services, and clients are under no obligation to use them). The firm also incorporates real estate expertise through a licensed real estate professional and a Counselor of Real Estate designation to support real estate allocation and consulting within clients’ overall wealth plans.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees starting at $2,500 per engagement
Hourly consulting rate up to $500 per hour
Account minimum: $2,000,000 Fee-only: Financial planning and consulting fixed fees starting at $2,500 per engagement; hourly fees up to $500 per hour
Main office
See office2001 Gateway Place, Suite 600 W
San Jose CA 95110
Advisors at this office
1
Offices (2)
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Edwin R
PFS™
San Jose, CA
Legacy Wealth Advisors, LLC
Edwin Ryu is a PFS™ credentialed advisor with 25 years of experience, currently serving at Legacy Wealth Advisors, LLC since 1999. He previously operated as Edwin K.S. Ryu DBA Legacy Real Estate Advisors and Ryu & Company from 1984 to 2017. Outside of his advisory work, Mr. Ryu is a shareholder and board member of Concert Global Group and participates on its investment committee. He also holds board positions at the Mountain View Buddhist Temple, the York School of Monterey, and Pitzer College, serving in leadership roles related to facilities planning and investment committees. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm uses a top-down investment approach combined with customized portfolios, tactical asset allocation, and integrated tax and real estate advisory services.
Elizabeth F
Series 65
Santa Cruz, CA
Legacy Wealth Advisors, LLC
Elizabeth Flores is a financial advisor with Legacy Wealth Advisors, LLC in Santa Cruz, CA, holding a Series 65 license and 22 years of industry experience. Prior to joining Legacy Wealth Advisors in 2020, she worked at Sterling Advisory Services, LLC and operated her own CPA practice for 18 years. She is also a 50% owner of a tax preparation business, Oversight Group, LLC, where she is involved in preparing and processing tax returns. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm combines macroeconomic analysis with client-specific risk assessments to build customized portfolios, offering discretionary and non-discretionary investment management alongside integrated tax and real estate advisory services.
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