LAKEWOOD, COCRD 333032Latest ADV February 18, 2026
Legacy Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood, CO. Its latest Form ADV filing, dated February 18, 2026, reports $646M in regulatory assets under management, 15 employees, and 2,028 accounts.
Assets Under Management
$646M
Employees
15
Offices
--
Total Clients
1,064
Primary office
LAKEWOOD, CO
215 UNION BLVD., SUITE 215, LAKEWOOD, CO, United States
Top client segmentIndividuals represent 80.7% of total clients.
Top client categories% of clientsClients
1
Individuals
80.7%
859
2
HNWI
17.4%
185
3
Corporations
1.2%
13
4
Charitable
0.7%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$646Mas of February 18, 2026
Discretionary100.0%
$646M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$646M
Total Accounts2,028
10Y AUM Change+$646M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee71:1
10Y Employee Change+5 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.