Legacy Wealth Advisors is a wealth manager based in San Jose, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Legacy Wealth Advisors, founded in 2000, is an independent fee only registered investment advisory and wealth management firm located in the heart of Silicon Valley. Legacy arose from our founder's experiences during the many years of managing his own family's investments, financial and estate planning, and philanthropic endeavors. From the start, our company mission has been to take care of the comprehensive needs of our high net worth, multi-family office, and institutional clients in a highly personalized, service-oriented fashion. Our areas of investment include, but are not limited to: ? Real estate ? Healthcare ? Biotech ? Socially Responsible Investing, Environmental Social Governance, or Impact Investing ? Passive index strategies ? Active alpha-generating strategies ? Tax efficient strategies, including parent-children step-up-in basis planning ? Diversifying concentrated positions in publicly held stocks, closely held businesses and/or real estate
Investment types: Growth Capital, Long-Term Investments, Philanthropy, Direct Investing
Sectors & themes: Legal & Tax Services, Charitable Investments, Socially Responsible Investments (SRI), Community & Social Welfare, Multi-Asset Investing, Real Estate Services & Management, DeepTech, Wealth & Estate Planning, Diversified Finance Consulting, Biomedical Technology & Medical Research, Impact Investing Finance, Financial Services, High-Level Sectors, Non-Profit, Values-Based Investing, Traditional Investments (Liquid Assets), Real Estate, Real Estate Services & Management & Management, Technology, Emerging Technology, Healthcare & Life Sciences, Biotechnology & Life Sciences
Preferred geographies: United States
Location: 2001 Gateway Pl.\nSte. 600W\nSan Jose\nCalifornia\n95110\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.