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Legacy Wealth Partners, LLC

● SEC registered since 2025CRD 333032SEC# 801-131757Lakewood, CO
Export (members)
Reg. AUM
$563.9M
Employees
16
Accounts
2,001
Location
Lakewood, CO

Legacy Wealth Partners, LLC assets under management

Legacy Wealth Partners, LLC is an SEC-registered investment adviser based in Lakewood, CO. The firm has been registered since 2025. It reports $563.9 million in regulatory assets under management and employs 16 people.
lwp-llc.comView on SEC.gov ↗

Legacy Wealth Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Alexander Grant Cameron ControlManaging Member/Cco25-50%2014
Andrew Todd FeldmanMember10-25%2019
Melissa Ann WagnerMember10-25%2019
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Frequently asked questions

How much does Legacy Wealth Partners, LLC manage?

Legacy Wealth Partners, LLC reports $563.9 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Partners, LLC have?

Legacy Wealth Partners, LLC reports 16 employees.

Where is Legacy Wealth Partners, LLC located?

Legacy Wealth Partners, LLC is based in Lakewood, CO and has been SEC-registered since 2025.

Does Legacy Wealth Partners, LLC disclose fund performance?

Legacy Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address215 Union Blvd., Suite 215, Lakewood, CO 80228
Phone720-552-8287
Fax720-398-3340
Office hours8:00 a.m. - 4:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK2066638
Discloses disciplinary historyNo

Assets under management

Discretionary$563.9M
Non-discretionary$0
Total (RAUM)$563.9M