Rachel Taylor Wilmot
Investment Adviser Representative at Legacy Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rachel Taylor Wilmot is an investment adviser representative with Legacy Wealth Partners, LLC in Lakewood, CO, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Legacy Wealth PartnersMar 2024 – no end date reportedLakewood, CO
- Charles SchwabAug 2022 – Jan 2024Lone Tree, CO
- Lockheed MartinAug 2019 – Jul 2022Littleston, CO
- Colorado State UniversityAug 2018 – May 2019Fort Collins, CO
- Lockheed MartinJun 2018 – Aug 2018Littleton, CO
- Colorado State UniversityAug 2017 – May 2018Fort Collins, CO
- Janus Henderson InvestorsJun 2017 – Aug 2017Denver, CO
- Colorado State UniversityMay 2016 – May 2017Fort Collins, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal planning, investment management, estate planning, business planning, insurance planning, technology resources, tax planning, philanthropic planning, education planning, and distribution planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lakewood, CO
- SEC file number:
- 801-131757
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 18, 2026
View full firm profileOther advisors at Legacy Wealth Partners, LLC
8 other advisors in the directory
Similar advisors in Lakewood, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rachel Taylor Wilmot has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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