LeadIQ logo
Learn more at LeadIQ.com
Legacy Wealth Management logo

Legacy Wealth Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

Legacy Wealth Management, LLC operates in the financial services sector, providing comprehensive wealth management services through a team of licensed financial advisors. The firm covers investments, insurance, financial planning, and estate needs, with advisors skilled in portfolio management, retirement planning, tax strategies, charitable planning, estate planning, and insurance. All advisors are CERTIFIED FINANCIAL PLANNER professionals, and the organization emphasizes fiduciary responsibility by prioritizing clients’ interests. Based in Grand Junction, Colorado, the company serves individuals seeking integrated financial guidance and estate-related solutions, leveraging professional oversight to address a range of wealth-management concerns. Cambridge Investment Research, Inc. handles securities on a broker/dealer basis for the firm, while acting as a registered investment advisor through Cambridge Investment Research Advisors, Inc.; Legacy Wealth Management operates independently of Cambridge and does not offer tax advice.

Find Legacy Wealth Management employees' phone numbers or email addresses

Legacy Wealth Management Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Legacy Wealth Management's Leadership

  • Stylized image of a person
    P. W.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Director Of Operations And Registered Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. E.
    Certified Financial Planner� And Managing Partner
    Phone icon
    Mobile Phone

Legacy Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Legacy Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. W.
    Director Of Client Services
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    S. P.
    Director Of Operations And Registered Assistant
    Phone icon
    Mobile Phone
    Jul 28, 2025
  • Stylized image of a person
    L. E.
    Certified Financial Planner� And Managing Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Legacy Wealth Management known for?

Minus sign iconPlus sign iconLegacy Wealth Management was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 372 Ridges Boulevard Grand Junction, Colorado 81507 United States. Explore Legacy Wealth Management's company overview page for more information.

What is Legacy Wealth Management's most common email format?

Minus sign iconPlus sign iconLegacy Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Management email formats with LeadIQ.

How many employees does Legacy Wealth Management have currently?

Minus sign iconPlus sign iconLegacy Wealth Management has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Legacy Wealth Management's key employees include:

  • Director Of Client Services: P. W.
  • Director Of Operations And Registered Assistant: S. P.
  • Certified Financial Planner� And Managing Partner: L. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.