Insights

Affluent Client Focus Legacy Wealth Partners specializes in serving high-net-worth families, presenting opportunities to offer premium financial products, estate planning services, and personalized investment solutions tailored to their sophisticated needs.

Holistic Wealth Approach The company's comprehensive financial planning strategy indicates potential for cross-selling diverse services such as tax advisory, retirement solutions, and protection planning to existing clients seeking integrated wealth management.

Regional Expansion Potential With a base in Woodland Hills and a client focus across multiple states including California, Florida, and Texas, there are opportunities to expand geographically and attract affluent families in additional high-growth regions.

Technology Adoption Leveraging a variety of digital tools and analytics platforms suggests openness to adopting advanced fintech solutions, providing a pathway to introduce innovative advisory technologies and client engagement platforms.

Growth and Partnership Opportunities Despite its small team size, the company’s substantial revenue indicates effective client retention and potential for strategic partnerships or expanding service offerings to increase market share within the competitive wealth management industry.

Legacy Wealth Partners, Inc. Tech Stack

Legacy Wealth Partners, Inc. uses 8 technology products and services including Hotjar, Google Fonts API, jQuery, and more. Explore Legacy Wealth Partners, Inc.'s tech stack below.

Hotjar

Analytics

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

YouTube

Video Players

AddThis

Widgets

Legacy Wealth Partners, Inc. Email Formats	Example	Percentage
FLast@legacywp.com	JDoe@legacywp.com	100%

Legacy Wealth Partners, Inc. Email Formats

Example

Percentage

FLast@legacywp.com

JDoe@legacywp.com

100%

Frequently Asked Questions

Where is Legacy Wealth Partners, Inc.'s headquarters located?

Legacy Wealth Partners, Inc.'s main headquarters is located at 21031 Ventura Boulevard Suite 103 Woodland Hills, California 91364 United States. The company has employees across 1 continents, including North America.

What is Legacy Wealth Partners, Inc.'s phone number?

You can contact Legacy Wealth Partners, Inc.'s main corporate office by phone at

+1-818-995-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Wealth Partners, Inc.'s official website and social media links?

Legacy Wealth Partners, Inc.'s official website is legacywp.com and has social profiles on LinkedIn.

What is Legacy Wealth Partners, Inc.'s NAICS code?

Legacy Wealth Partners, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Wealth Partners, Inc. have currently?

As of February 2026, Legacy Wealth Partners, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Managing Partner And Investment Adviser Representative: M. B.Office Manager: H. G.Financial Planner: J. T.. Explore Legacy Wealth Partners, Inc.'s employee directory with LeadIQ.

What industry does Legacy Wealth Partners, Inc. belong to?

Legacy Wealth Partners, Inc. operates in the Financial Services industry.

What technology does Legacy Wealth Partners, Inc. use?

Legacy Wealth Partners, Inc.'s tech stack includes HotjarGoogle Fonts APIjQueryModernizrGoogle Tag ManagerBootstrapYouTubeAddThis.

What is Legacy Wealth Partners, Inc.'s email format?

Legacy Wealth Partners, Inc.'s email format typically follows the pattern of FLast@legacywp.com. Find more Legacy Wealth Partners, Inc. email formats with LeadIQ.

When was Legacy Wealth Partners, Inc. founded?

Legacy Wealth Partners, Inc. was founded in 2001.

Legacy Wealth Partners, Inc.

Q: How many employees does Legacy Wealth Partners, Inc. have currently?

Legacy Wealth Partners, Inc. has approximately 6 employees.

Q: What technology does Legacy Wealth Partners, Inc. use?

Legacy Wealth Partners, Inc.'s tech stack includes Bootstrap, Google Analytics, YouTube, Font Awesome, jQuery.

Q: What is Legacy Wealth Partners, Inc.'s NAICS code?

Legacy Wealth Partners, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Legacy Wealth Partners is an exclusive group of financial services professionals who joined together to target the unique needs of affluent families who are preparing for or are already in retirement. Through our office in Woodland Hills, California, our advisors have been serving established families in the local area and around the country for years.

We use a holistic wealth planning approach to address all of our clients' financial needs, including: tax planning and preparation, investment management, retirement planning, protection planning, and estate planning. Our mission is to empower our clients to gain greater control over their financial lives, reduce stress, and increase financial confidence. 

This communication is strictly intended for individuals residing in the states of CA,FL,MT,NC,NJ,NV,OH,OR,SD,TX,WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Securities offered through M.S Howells & Co. Member FINRA/SIPC.  
Advisory Services offered through Legacy Wealth Partners, Inc.  M.S Howells & Co. is not affiliated with Legacy Wealth Partners, Inc.

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