Legacy Wealth Partners, LLC
SEC RegisteredWELCOME TO FINANCIAL CLARITY
About the firm
Legacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, they strongly believe that understanding clients and what makes their goals and ambitions unique can lead to sound decisions that provide for a lifetime of success. Advisory services are offered through Legacy Wealth Partners, LLC, a Registered Investment Advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal planning, investment management, estate planning, business planning, insurance planning, technology resources, tax planning, philanthropic planning, education planning, and distribution planning.
Who they serve
Businesses, families, individuals, and others, including business owners, young families, and public safety clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 859 | $285M |
| High Net Worth Individuals | 185 | $355M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
30 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Legacy Wealth Partners, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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