Financial advisoryIntegrated advisory concierge planningActiveVerified

Legacy Wise Advisors

Legacy Wise Advisors, Inc. provides integrated advisory, concierge planning, travel coordination, insurance, tax preparation, and logistics support for executives, families, and organizations. The company is based in Staten Island, NY, as indicated by the website contact information.

Filed November 26, 2025 · Albany, NY · Albany County

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Source

New York Department of State, Division of Corporations · Entity 7769367 · Retrieved May 17, 2026

Search the registry for 7769367 ›JSON record ›

About Legacy Wise Advisors

LEGACY WISE ADVISORS, INC. filed as a New York corporation on November 26, 2025, with a principal address in Albany. Its domain was registered 30 days after filing, on December 26, 2025, through Hosting Concepts B.V. d/b/a Registrar.eu. The company provides integrated advisory concierge planning within financial advisory. Its website matched the filing name and address, and we estimate revenue between $100,000 and $1 million with 1 to 5 employees in a hybrid footprint. No annual report or EIN on file yet. The company shares its registered agent with 1,095 other entities, as it was filed through Registered Agents Inc, a formation service.

  • Domain registered 30 days after filing, suggesting a post-incorporation website build.
  • Filed through Registered Agents Inc, a formation service, and shares that agent with 1,095 other entities.
  • Website identity confirmed against filing name and address.
  • We estimate revenue of $100K-$1M and 1-5 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 2,147 new businesses registered in Albany in November 2025, and the only financial advisory business registered there that month.

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Filing Details

Entity NameLEGACY WISE ADVISORS, INC.
Entity TypeCorp
Entity Number7769367
Filing DateNovember 26, 2025
City / State / ZipAlbany, NY 12207
CountyAlbany
TimezoneEastern (ET)
EIN on FileNo
Registered AgentRegistered Agents Inc.
Agent AddressLocked
Filed ViaFiling service: Registered Agents Inc
WebsiteYes · domain registered 30 days after filing · registrar Hosting Concepts B.V. d/b/a Registrar.eu
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintHybrid (estimate)
Related Filings1095 with the same registered agent
First Recorded by DayOneLeadMay 17, 2026 (172 days after filing)

Verified Business Profile

SubcategoryIntegrated advisory concierge planning

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Legacy Wise Advisors registered?

Legacy Wise Advisors was registered as Corp on November 26, 2025 in New York.

Where is Legacy Wise Advisors located?

Legacy Wise Advisors is based in Albany, NY, 12207, in Albany County.

What type of business is Legacy Wise Advisors?

Legacy Wise Advisors is classified as a financial advisory business (integrated advisory concierge planning).

Does Legacy Wise Advisors have an EIN on file?

No EIN was found on file for Legacy Wise Advisors at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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Legacy Wise Advisors — Albany, NY LLC Filing | DayOneLead