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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Wealth Management have?","answer":"Legacy Wealth Management has 39 investment adviser representatives registered with state securities authorities, out of 39 employees, and 39 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 19 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Legacy Wealth Management invest in?","answer":"At the end of its last fiscal year, Legacy Wealth Management’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 20% other and 4% cash and equivalents. 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