LEGACY WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$646,023,157
Discretionary
$646,023,157
Non-discretionary
$0
Firm details
- CRD number
- 333032
- SEC file number
- 801-131757
- Main office
- LAKEWOOD, CO, United States
- Employees
- 15
- SEC status
- Approved
- Website
- https://lwp-llc.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.