LEGACY WEALTH PARTNERS INC.
CRD #285031 SEC #801-108370 CALABASAS, CA 818-995-7733
SEC Registered
Total AUM
$227.7M
Discretionary
$227.7M
Employees
4
Clients
1
Accounts
738
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $227.7M | $227.7M | $0 | 4 | 4 |
| Jun 2020 | $187.1M | $187.1M | $0 | 4 | 4 |
| Apr 2020 | $187.1M | $187.1M | $0 | 4 | 4 |
| Mar 2020 | $187.1M | $187.1M | $0 | 4 | 4 |
| Mar 2019 | $163.5M | $163.5M | $0 | 5 | 0 |
| Nov 2018 | $150.3M | $150.3M | $0 | 5 | 0 |
| Jul 2018 | $150.3M | $150.3M | $0 | 5 | 0 |
| Mar 2018 | $150.3M | $150.3M | $0 | 5 | 0 |
| Jun 2017 | $122.8M | $122.8M | $0 | 5 | 200 |
| Mar 2017 | $122.8M | $122.8M | $0 | 5 | 200 |
| Jan 2017 | $120.5M | $120.5M | $0 | 5 | 0 |
| Jan 2017 | $120.5M | $120.5M | $0 | 5 | 0 |
| Nov 2016 | $0 | $0 | $0 | 5 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2021
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees4
Clients4
DateJun 2020
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees4
Clients4
DateApr 2020
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees4
Clients4
DateMar 2020
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees4
Clients4
DateMar 2019
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients200
DateJan 2017
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0