Overview
Assets Under Management: $564 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 177
Average Client Assets: $2 million
Frequently Asked Questions
LEGACY WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333032), LEGACY WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
LEGACY WEALTH PARTNERS, LLC is headquartered in LAKEWOOD, CO.
LEGACY WEALTH PARTNERS, LLC serves 177 high-net-worth clients according to their SEC filing dated April 29, 2025. View client details ↓
According to their SEC Form ADV, LEGACY WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LEGACY WEALTH PARTNERS, LLC manages $564 million in client assets according to their SEC filing dated April 29, 2025.
According to their SEC Form ADV, LEGACY WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,001
Discretionary Accounts: 2,001
Regulatory Filings
CRD Number: 333032
Filing ID: 1984395
Last Filing Date: 2025-04-29 16:37:00
Website: https://lwp-llc.com