Wealth manager, independent · Lakewood, CO
Legacy Wealth Partners, LLC
SEC-registered investment adviser · CRD 333032 · SEC 801-131757
At a glance
Legacy Wealth Partners, LLC is an SEC-registered investment adviser based in Lakewood, Colorado, with $646 million in regulatory assets under management as of its Form ADV filed February 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,044 individual clients. By Form ADV it is a wealth manager, ranked 2,322nd of 8,915 wealth managers and 6,827th of 17,210 SEC-registered advisers by assets.
Main office 720-552-8287lwp-llc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $646M
- Rank among wealth managers
- #2,322 of 8,915
- Rank among all SEC RIAs
- #6,827 of 17,210
- Rank in Colorado
- #115 of 359
- Individual clients
- 1,044
- High-net-worth clients
- 185
- Accounts
- 2,028
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Alexander G. CameronManaging Member/cco
- Rex C. EmeryManaging Member
- Andrew T. FeldmanMember
- Melissa A. WagnerMember
Custody and brokerage
Broker-dealer
Hybrid RIA
Legacy Wealth Partners, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names DMK Advisor Group as the broker-dealer its advisers are registered with.
Compensation for the Sale of Investment Products Compensation for the Sale of Securities Certain Executive officers and other Associated Persons of Legacy Wealth are registered representatives of DMK Advisor Group, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 185 | $355M | 55% |
| Individuals | 859 | $285M | 44% |
| Corporations or other businesses | 13 | $5M | <1% |
| Charitable organizations | 7 | $1M | <1% |
Disciplinary disclosures
Legacy Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lwp-llc.com ↗
AtlasMembers
The full record on Legacy Wealth Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,731 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Legacy Wealth Partners, LLC manage?
Legacy Wealth Partners, LLC reports $646 million in regulatory assets under management across 2,028 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 18, 2026.
What kind of firm is Legacy Wealth Partners, LLC?
Legacy Wealth Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Legacy Wealth Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($355 million, 185 clients); individuals ($285 million, 859 clients); corporations or other businesses ($5 million, 13 clients).
Does Legacy Wealth Partners, LLC have any disciplinary history?
Legacy Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Legacy Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →