← Back to searchVisit website
LEGACY WEALTH PLANNING, LLC
CRD 152084
5750 W. 95TH STREET, SUITE 128, OVERLAND PARK, KS, 66207, United States
Phone
913-648-4657
Fax
913-648-4676
Registration
— (—)
Source
State registered
Total AUM
$10.9M
Discretionary AUM
$10.9M
Team
2 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $5.3M |
| High net worth individuals | 6 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD