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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2025
- 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 |
|---|---|---|---|---|
| CAMERON, ALEXANDER, GRANT | I | MANAGING MEMBER/CCO | C | Control |
| CAMERON, ALEXANDER, GRANT | I | MANAGING MEMBER/CCO | C | Control |
| CAMERON, ALEXANDER, GRANT | I | MANAGING MEMBER/CCO | C | Control |
| EMERY, REX, CHARLES | I | MANAGING MEMBER | C | Control |
| EMERY, REX, CHARLES | I | MANAGING MEMBER | C | Control |
| EMERY, REX, CHARLES | I | MANAGING MEMBER | C | Control |
| FELDMAN, ANDREW, TODD | I | MEMBER | B | |
| FELDMAN, ANDREW, TODD | I | MEMBER | B | |
| FELDMAN, ANDREW, TODD | I | MEMBER | B | |
| WAGNER, MELISSA, ANN | I | MEMBER | B | |
| WAGNER, MELISSA, ANN | I | MEMBER | B | |
| WAGNER, MELISSA, ANN | I | MEMBER | B |
Registrations
Federal
IA
Apr 29, 2025 REGISTERED
Notice Filings (1)
CO
Address
215 UNION BLVD.SUITE 215
LAKEWOOD, CO 80228
United States
Phone: 720-552-8287