Legacy Wealth Partners, LLC
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
FINTRXOverview
Legacy Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2025 and is organized as a limited liability company with individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Compensation is built around AUM-based fees complemented by fixed-fee arrangements, and the firm also operates as an insurance broker. Investment behavior includes an active engagement with ESG considerations, and the adviser reports it does not function as a capital allocator. The firm is not presented as a multi-state adviser in the source material.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities11%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
1 of 1
Alexander Cameron
Chief Compliance OfficerCRD 4732008
Contacts
3 of 8
Tanner Cameron
Private Wealth AdvisorCRD 6787153
Kenneth Senour
Private Wealth AdvisorCRD 6394604
James Booth
Private Wealth AdvisorCRD 5634506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 163Active vs passive
$445M in ETFs
91%
$404M
7%
$41M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $62.2M | 83,004 | 13.96% |
Location
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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