Legacy Wealth Partners, LLC
Legacy Wealth Partners, LLC is an SEC-registered mass-market adviser in Lakewood, CO with $646.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Legacy Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333032, SEC 801-131757, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $646.0M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Lakewood, CO
- Employees
- 15
- Clients
- 1,064
- CRD
- 333032
- Ownership
- WAGNER, MELISSA, ANN; FELDMAN, ANDREW, TODD; EMERY, REX, CHARLES; CAMERON, ALEXANDER, GRANT
How much AUM does Legacy Wealth Partners, LLC have?
Legacy Wealth Partners, LLC reported $646.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Legacy Wealth Partners, LLC?
Disclosed owners and executives of Legacy Wealth Partners, LLC include WAGNER, MELISSA, ANN, FELDMAN, ANDREW, TODD, EMERY, REX, CHARLES, CAMERON, ALEXANDER, GRANT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.