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Wednesday, October 14, 2026The Morning Brief →Sign in
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Legacy Wealth Advisors

NORTH MIAMI BEACH, FL
CRD: 326117
In network coverage since August 15, 2026 · 2 stories
$923MRegulatory AUMSEC Form ADV · Oct 10
14EmployeesForm ADV
Regulatory AUM · Aug 16 – Oct 10
Network coverage
debt

Terra refinances Well office in Bay Harbor Islands with $183.8M Monroe loan

The four-story building is 90 percent leased; the new debt retires a $238 million loan from Eldridge Capital Management and Hudson Bay.
The Close · Aug 15The $83 Trillion Transfer Runs on Family Governance
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