San Jose, CA Office

Updated today

Legacy Wealth Advisors, LLC

Supported

Firm-wide stats for Legacy Wealth Advisors, LLC

Total advisors

Across 2 offices

Clients per advisor

31 Low

Avg AUM per client

$2,812,846 Very High

HNW client ratio

74% Very High

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.

Based on Legacy Wealth Advisors, LLC

Expertise

Wealth management ESG / Sustainable investing Gifting strategies Real estate investing

Based on Legacy Wealth Advisors, LLC

Location

2001 Gateway Place, Suite 600 W

San Jose CA 95110

Advisors at this office

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.

Wealth management ESG / Sustainable investing Gifting strategies Real estate investing

View complete list of advisors at this office

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