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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEVIN, BRADLEY, ANDREW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVIN, BRADLEY, ANDREW | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| Oakes, Ryan, Christopher | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 29, 2021 REGISTERED
Notice Filings (2)
CA TX
Address
4500 PARK GRANADASUITE 201
CALABASAS, CA 91302
United States
Phone: 818-995-7733