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LEGACY WEALTH PARTNERS, LLC
CRD 333032 · SEC 801-131757
215 UNION BLVD., SUITE 215, LAKEWOOD, CO, 80228, United States
Phone
720-552-8287
Fax
720-398-3340
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$646.0M
Discretionary AUM
$646.0M
Team
15 total employees; 8 advisory reps; 30 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 859 | $284.9M |
| High net worth individuals | 185 | $355.3M |
| Charitable organizations | 7 | $878K |
| Corporations/business entities | 13 | $5.0M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD