Legacy Wealth Advisors, LLC Company Profile, Contacts & Intelligence

Financial Services801 Brickell Ave9 employees
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
9
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
2
Mapped contact coverage

Legacy Wealth Advisors, LLC Overview

Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families. As the name indicates, our firm's mission is to provide a sophisticated level of investment advisory services that will serve as the foundation for our clients' financial vision of perpetuating wealth intergenerationally and creating a lasting legacy for their families. Legacy Wealth Advisors provides a full suite of family office services for our clients in addition to our core advisory offering.

Headquarters
801 Brickell Ave
Website
lwgadvisors.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Miami

Legacy Wealth Advisors, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Legacy Wealth Advisors, LLC's company email domain.
Executive
1
General
1

Legacy Wealth Advisors, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

A
Aaron Newman
President and COO at Legacy Wealth
E
J
Jason Hathaway
Private Equity General Partner
E
E
Elisbeth Davis
Financial Advisor/planner/founding
B
Bobby Mcnally
Compliance Officer at Legacy Wealth

Legacy Wealth Advisors, LLC Workforce Composition

Seniority breakdown across 9 visible profiles.

Individual contributor
4
Executive
2
Associate / junior
2
Director
1

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