Legacy Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Legacy Wealth Partners reports 1,064 clients. They include 859 individual clients, 185 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 100.0% ($646M across 2,028 accounts) are managed with discretion. It advised 30 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 44% |
| High-net-worth individuals | 17% | 55% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 859 | $285M | 44.1% | $332K |
| High-net-worth individuals | 185 | $355M | 55.0% | $1.92M |
| Charitable organizations | 7 | $878K | 0.1% | $125K |
| Corporations and other businesses | 13 | $4.99M | 0.8% | $384K |
| Total | 1,064 | $646M | 100% | $607K |
- Clients
- 859
- Regulatory AUM
- $285M
- AUM share
- 44.1%
- Avg. per client
- $332K
- Clients
- 185
- Regulatory AUM
- $355M
- AUM share
- 55.0%
- Avg. per client
- $1.92M
- Clients
- 7
- Regulatory AUM
- $878K
- AUM share
- 0.1%
- Avg. per client
- $125K
- Clients
- 13
- Regulatory AUM
- $4.99M
- AUM share
- 0.8%
- Avg. per client
- $384K
Total
- Clients
- 1,064
- Regulatory AUM
- $646M
- AUM share
- 100%
- Avg. per client
- $607K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 30
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Legacy Wealth Partners charges up to 1.50% a year for its Portfolio management services. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee of up to $15,000 set in each financial planning agreement, payable in advance or half on signing and the balance on delivery of the plan.
Alexander Cameron owns 25% to 50% of Legacy Wealth Partners. It has 15 employees, 8 of them in advisory roles.
Leadership
- Alexander CameronManaging Member/CCO
- Rex EmeryManaging Member
- Andrew FeldmanMember
- Melissa WagnerMember
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- James Lee Booth
- Alexander Grant Cameron
- Tanner L. Cameron
- Rex Charles Emery
- Andrew Todd Feldman
- Sandra Jean Hoover
- Kenneth Reid Senour III
- Melissa Ann Wagner
- Rachel Taylor Wilmot
Staff
- 15 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 8 insurance agents
- Owns 25% to 50% of Legacy Wealth Partners, LLC
Alexander Cameron
Control person · since April 2014
- Owns 25% to 50% of Legacy Wealth Partners, LLC
Rex Emery
Control person · since April 2014
- Owns 10% to 25% of Legacy Wealth Partners, LLC
Andrew Feldman
since January 2019
- Owns 10% to 25% of Legacy Wealth Partners, LLC
Melissa Wagner
since January 2019
Legacy Wealth Partners’ regulatory assets grew from $564M (April 2025) to $646M (February 2026); clients rose from 697 to 1,064 and employees fell from 16 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $646M | 1,064 | 15 | 1 |
| April 2025 | $564M | 697 | 16 | 1 |
Besides its headquarters, Legacy Wealth Partners has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 215 Union BLVD., Suite 215, LakewoodHQ
Contact and registration details
- Legal name
- Legacy Wealth Partners, LLC
- Headquarters
- 215 Union BLVD., Suite 215, Lakewood, CO 80228
- Website
- lwp-llc.com
- Phone
- 720-552-8287
- @legacy-wealth-partners-llc
- SEC file
- 801-131757
- Structure
- Colorado LLC
- Fiscal year end
- December
Legacy Wealth Partners uses Charles Schwab ($564M, 87%) and Assetmark Trust ($82.1M, 13%) as custodians for its separately managed accounts. Legacy Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $564M87%
- Assetmark TrustAssetmark Trust Company · Phoenix, AZ · $82.1M13%
At year end, Legacy Wealth Partners’ separately managed accounts were mostly in funds (82%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $445M across 189 positions; the largest are iShares TR (14.0%), iShares TR (10.6%) and iShares TR (5.4%).
What the accounts hold
- Stocks11%
- Funds82%
- Bonds7%
- Investment grade corporate bonds3%
- U.S. government and agency bonds2%
- State and local bonds2%
Reported 13F holdings
- $445M
- Reported 13F value
- 189
- Positions
- 50.8%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF14.0%
- iShares TR · Core US Aggbd ET10.6%
- iShares TR · Core MSCI Eafe5.4%
- Vanguard Index Fds · Value ETF4.5%
- Vanguard Index Fds · S&P 500 ETF Shs3.6%
- iShares TR · MSCI Emg Mkt ETF2.9%
- Vanguard Index Fds · Small CP ETF2.7%
- Vanguard Index Fds · Mid Cap ETF2.5%
- iShares TR · Core Univrsl Usd2.5%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.2%
Together, the ten largest are 50.8% of reported value.
How many clients does Legacy Wealth Partners have?
Legacy Wealth Partners has 1,064 clients and manages $646 million for them, as of February 2026. They include 859 individual clients, 185 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Legacy Wealth Partners offer?
Legacy Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Legacy Wealth Partners charge?
Legacy Wealth Partners charges up to 1.50% a year for its Portfolio management services. The fee is billed in advance.
Source: LEGACY WEALTH PARTNERS, LLC FORM ADV BROCHURE, filed 18 February 2026
Which custodians does Legacy Wealth Partners use?
Legacy Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $564M and Assetmark Trust Company (Phoenix, AZ), with $82.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Legacy Wealth Partners have?
Legacy Wealth Partners has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 8 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Legacy Wealth Partners invest in?
At the end of its last fiscal year, Legacy Wealth Partners’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Legacy Wealth Partners?
Legacy Wealth Partners’ direct owners are Alexander Cameron, Rex Emery, Andrew Feldman and Melissa Wagner, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Legacy Wealth Partners get paid?
Legacy Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Legacy Wealth Partners?
Legacy Wealth Partners’ main office is at 215 Union BLVD., Suite 215, Lakewood, CO 80228. Its phone number is 720-552-8287. Its website is lwp-llc.com.