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  5. LEGACY WEALTH ADVISORS, LLC

LEGACY WEALTH ADVISORS, LLC - Florida Company Profile

Company Details

Entity Name: LEGACY WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

LEGACY WEALTH ADVISORS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 04 Sep 2015 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 09 Apr 2018 (7 years ago)
Document Number: L15000151839
FEI/EIN Number 30-0884473

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 801 Brickell Avenue, SUITE 2550, Miami, FL, 33131, US
Mail Address: 801 Brickell Avenue, SUITE 2550, Miami, FL, 33131, US
ZIP code: 33131
County: Miami-Dade
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 300884473 2024-05-29 LEGACY WEALTH ADVISORS LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 3058086140
Plan sponsor’s address 801 BRICKELL AVENUE SUITE 2550, MIAMI, FL, 33131

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing ROBERT MCNALLY
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 300884473 2023-05-18 LEGACY WEALTH ADVISORS LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9548096363
Plan sponsor’s address 801 BRICKELL AVENUE SUITE 2550, MIAMI, FL, 33131

Signature of
Role Plan administrator
Date 2023-05-18
Name of individual signing ELDEN J LEGAUX
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 300884473 2022-05-18 LEGACY WEALTH ADVISORS LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9548096363
Plan sponsor’s address 801 BRICKELL AVENUE SUITE 2550, MIAMI, FL, 33131

Signature of
Role Plan administrator
Date 2022-05-18
Name of individual signing ELDEN LEGAUX
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 300884473 2021-05-06 LEGACY WEALTH ADVISORS LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 3058086140
Plan sponsor’s address 801 BRICKELL AVENUE, SUITE 2550, MIAMI, FL, 33131

Signature of
Role Plan administrator
Date 2021-05-06
Name of individual signing ELDEN J LEGAUX
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 300884473 2020-06-04 LEGACY WEALTH ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 3363010470
Plan sponsor’s address 801 BRICKELL AVENUE, SUITE 500, MIAMI, FL, 33131

Signature of
Role Plan administrator
Date 2020-06-04
Name of individual signing ELDEN LEGAUX
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2018 300884473 2019-05-02 LEGACY WEALTH ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9548096363
Plan sponsor’s address 350 E. LAS OLAS BOULEVARD SUITE 960, FORT LAUDERDALE, FL, 33301

Signature of
Role Plan administrator
Date 2019-05-02
Name of individual signing ELDEN J LEGAUX
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2017 300884473 2018-05-29 LEGACY WEALTH ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9548096363
Plan sponsor’s address 350 E. LAS OLAS BOULEVARD SUIT, FORT LAUDERDALE, FL, 33301

Signature of
Role Plan administrator
Date 2018-05-29
Name of individual signing ELDEN J LEGAUX
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2016 300884473 2017-07-05 LEGACY WEALTH ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 9548096363
Plan sponsor’s address 350 E. LAS OLAS BOULEVARD, SUITE 960, FORT LAUDERDALE, FL, 33301

Signature of
Role Plan administrator
Date 2017-07-05
Name of individual signing ELDEN J. LEGAUX
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role
BETAJAX, LLC Manager
BETAJAX, LLC Agent

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-01-28 801 Brickell Avenue, SUITE 2500, Miami, FL 33131 -
CHANGE OF MAILING ADDRESS 2025-01-28 801 Brickell Avenue, SUITE 2500, Miami, FL 33131 -
REGISTERED AGENT ADDRESS CHANGED 2025-01-28 801 Brickell Avenue, SUITE 2500, Miami, FL 33131 -
CHANGE OF MAILING ADDRESS 2024-09-18 801 Brickell Avenue, SUITE 2550, Miami, FL 33131 -
REGISTERED AGENT NAME CHANGED 2024-09-18 BETAJAX, LLC -
REGISTERED AGENT ADDRESS CHANGED 2021-04-27 801 Brickell Avenue, SUITE 2550, Miami, FL 33131 -
CHANGE OF PRINCIPAL ADDRESS 2021-04-27 801 Brickell Avenue, SUITE 2550, Miami, FL 33131 -
LC AMENDMENT 2018-04-09 - -

Documents

Name Date
ANNUAL REPORT 2025-01-28
AMENDED ANNUAL REPORT 2024-09-18
AMENDED ANNUAL REPORT 2024-08-17
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-03-08
AMENDED ANNUAL REPORT 2021-04-27
AMENDED ANNUAL REPORT 2021-02-25
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-02-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4361657103 2020-04-13 0455 PPP 801 BRICKELL AVENUE SUITE 500, MIAMI, FL, 33131-2891
Loan Status Date 2021-03-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 144581
Loan Approval Amount (current) 144581
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MIAMI, MIAMI-DADE, FL, 33131-2891
Project Congressional District FL-27
Number of Employees 9
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 145832.71
Forgiveness Paid Date 2021-02-26

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Date of last update: 03 Apr 2025

Sources: Florida Department of State

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