LEGACY WEALTH PARTNERS, LLC
CRD #333032 SEC #801-131757 LAKEWOOD, CO 720-552-8287
SEC Registered
Total AUM
$563.9M
Discretionary
$563.9M
Employees
16
Clients
0
Accounts
2,001
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $563.9M | $563.9M | $0 | 16 | 0 |
| Mar 2025 | $0 | $0 | $0 | 10 | 0 |
| Dec 2024 | $0 | $0 | $0 | 10 | 0 |
DateApr 2025
Total AUM$563.9M
Discretionary$563.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0