Legacy Wealth Partners, LLC

RIASEC Registered
Total AUM
$646M
Discretionary
$646M
100% of AUM
Avg account
$319K
Accounts
2,028
Employees
15
Advisory reps
9

Firm details

Headquarters
Lakewood, Colorado
CRD number
333032
Registered since
January 3, 2025
Website
lwp-llc.com
Custodians
CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI55%
  • Individuals44.1%
  • Corporations / Businesses0.77%
  • Charitable Organizations0.14%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Legacy Wealth Partners, LLC is an independent registered investment adviser that entered SEC registration in 2025. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory offering blends financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting, and it also operates as an insurance broker. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm identifies as an active ESG investor. Legacy Wealth Partners does not operate as a capital allocator or sponsor proprietary private funds; its investment mix relies heavily on pooled public funds and third-party products alongside insurance solutions and credit instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 11%, Investment Grade Corp Bonds 3%, US Government Bonds 2%, State & Local Bonds 2%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities11%
  • Investment Grade Corp Bonds3%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Alexander Cameron

    Alexander Cameron

    Chief Compliance OfficerCRD 4732008

Contacts

3 of 8
  • Melissa Wagner

    Melissa Wagner

    Partner, Private Wealth AdvisorCRD 4961955

  • Andrew Feldman

    Andrew Feldman

    Partner, Private Wealth AdvisorCRD 4991249

  • James Booth

    James Booth

    Private Wealth AdvisorCRD 5634506

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 164

Active vs passive

$462M in ETFs

Passive

89%

$411M

Active

8%

$51.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$64.9M84,74514.04%
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Location

Primary office

Lakewood, CO

Jefferson

Location

Lakewood, CO

Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Jefferson
Address
215 Union Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth