Legacy Wealth Advisors, Llc
- Regulatory AUM
- $923M
- Discretionary
- $492M
- Clients
- 20
- Avg AUM / client
- $46.1M
- Accounts
- 279
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.5M | 0.16% |
| High net worth individuals | 16 | $917M | 99.3% |
| Charitable organizations | Fewer than 5 clients | $4.8M | 0.52% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frenkel, Eugene, Lazarevich | President | Sep 2015 (11y) | ≈ 3.75% – 10% via Legacy Ef Holdco. I, Inc. | |
| Mc Nally, Robert, Emmett | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Jason Thomas Hathaway | Registered representative | Oct 2023 (3y) | ||
| Jeffrey Howard Rehm | Registered representative | Oct 2023 (3y) | ||
| Elisha Kes | Registered representative | Jan 2026 (1y) | ||
| Julian Robert Dallas | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Betajax, Llc | Managing Member | Sep 2015 | A | 75% or more |
| Legacy Ef Holdco. I, Inc. | Member | Jul 2023 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Frenkel, Eugene, Lazarevich: 75% – 100% of Legacy Ef Holdco. I, Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $213M (23% of AUM) Mar 2026
- Pershing $172M (19% of AUM) Mar 2026
- Goldman Sachs $119M (13% of AUM) Mar 2026
- Charles Schwab & Co. $101M (11% of AUM) Mar 2026
- Alliance Berstein $97.5M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗