Legacy Wealth Partners, LLC
● SEC registered since 2025CRD 333032SEC# 801-131757Lakewood, CO
Reg. AUM
$646M
Employees
15
Accounts
2,028
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 $646 million in regulatory assets under management and employs 15 people.
Legacy Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Grant Cameron Control | Managing Member/Cco | 25-50% | 2014 |
| Andrew Todd Feldman | Member | 10-25% | 2019 |
| Melissa Ann Wagner | Member | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Wealth Partners, LLC manage?
Legacy Wealth Partners, LLC reports $646 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Partners, LLC have?
Legacy Wealth Partners, LLC reports 15 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
| Address | 215 Union Blvd., Suite 215, Lakewood, CO 80228 |
| Phone | 720-552-8287 |
| Fax | 720-398-3340 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2066638 |
| Discloses disciplinary history | No |
Regulatory AUM
$646M▲ 15%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$646Mregulatory AUM
Discretionary $646M