Legacy Wealth Partners, Llc, CO — Investment Adviser | BuildTrust

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LEGACY WEALTH PARTNERS, LLC

Investment AdviceLAKEWOOD, CO

Assets Under Management

$563.9M

Total AUM

Donut chart: Discretionary 563.9M
Category	Value
Discretionary	563.9M

Adviser Information

Field	Value
CRD Number	333032
SEC Number	801-131757
Street Address	215 UNION BLVD.
Street Address 2	SUITE 215
Location	LAKEWOOD, CO 80228
Country	United States
Phone	720-552-8287
Fax	720-398-3340
Total Employees	16
Business Types	insurance_broker

Client Count by Type (697 Total)

Horizontal bar chart: Individuals (other than H… 516, High Net Worth Individual… 177, Corporations/Businesses 3, Charitable Organizations 1
Category	Value
Individuals (other than H…	516
High Net Worth Individual…	177
Corporations/Businesses	3
Charitable Organizations	1