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Legacytexas Wealth Advisors, LLC (Richardson)


Legacytexas Wealth Advisors, LLC is a mid-sized advisory firm based in Richardson. It manages $70 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

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Legacytexas Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Legacytexas Wealth Advisors: assets under management

The assets under management (AUM) of Legacytexas Wealth Advisors, LLC is $70 million. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21 million in discretionary accounts and $49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $304.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Legacytexas Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richardson

The principal office where Legacytexas Wealth Advisors, LLC performs its advisory services is located at 707 E. Arapaho Rd. Suite 250, Richardson, TX 75081, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-461-1525 or by fax 972-461-1530. The normal business hours are 8:30 am to 4 pm by appointment only on Monday - Friday. You can find more information about the New York firm at www.legacytexaswealth.com.


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