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| Legacy Wealth Partners LLC
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|---|---|
| CRD # | 333032 |
| SEC # | 801-131757 |
| CIK # | 0002066638, 0001725243 |
| AUM | 646.0 M (2026-02-18) |
| Employees | 15 (53% Investors, 7% Brokers) |
| Phone | 720-552-8287 |
| Address | 215 Union Blvd Lakewood, CO 80228 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.8 | ||
| Apple Inc | 3.9 | ||
| Global MOFY Metaverse Ltd | 3.0 | ||
| Microsoft Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 859 | 284.9 |
| (b) Individuals (high net worth individuals) | 185 | 355.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,028 | 646.0 |
| By Discretionary | ||
| Discretionary | 2,028 | 646.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,028 | 646.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 646.0 | |
| Total | 2,028 | 646.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001725243] | |
| 13F-HR | [0002066638] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 30 |
| Serves | Institutional, Retail |
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