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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Wealth Partners LLC
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| CRD # | 333032 |
| SEC # | 801-131757 |
| CIK # | 0001725243 |
| AUM | $563.9 M (2025-04-29) |
| Employees | 16 (50% Investors, 6% Brokers) |
| Phone | 720-552-8287 |
| Address | 215 Union Blvd Lakewood, CO 80228 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.0 | ||
| Nvidia Corp | 2.0 | ||
| Amazon Com Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Revolve Group Inc | 1.5 | ||
| Paypal Holdings Inc | 1.5 | ||
| Salesforce Com Inc | 1.4 | ||
| eBay Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 183.6 |
| (b) Individuals (high net worth individuals) | 177 | 360.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,001 | 563.9 |
| By Discretionary | ||
| Discretionary | 2,001 | 563.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,001 | 563.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 563.6 | |
| Total | 2,001 | 563.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001725243] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sherrill & Hutchins Financial Advisory Inc
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GA | 0.6 |
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Buck Wealth Strategies LLC
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CO | 0.6 |
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WICK Capital Partners LLC
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PA | 0.6 |
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Fischer Financial Services Inc
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PASI Investments LLC
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CT | 0.6 |
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Collaborative Wealth Management Inc
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Rowland Miller Partners LLC
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GA | 0.6 |
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Wealth Management Advisors LLC
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SC | 0.6 |
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Focused Alpha LLC
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CO | 0.6 |
|
Shayne & Jacobs LLC
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TN | 0.6 |