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Legacy Wealth Partners LLC Employee Directory

Financial ServicesColorado, United States11-50 Employees

Legacy Wealth Partners LLC is a full-service, independent financial planning firm based in Greenwood Village, Colorado. The firm operates as a fiduciary, prioritizing a client-centric approach that aims to tailor financial guidance to individual goals and ambitions, with professionals on the team holding designations such as ChFC, CLU, CFP, MBA, FLMI and RICP. Its services are designed to support the various components of a client’s financial life, providing comprehensive guidance through a collaborative team structure to ensure sound, long-term decision-making. The organization positions itself within the financial services industry as a dedicated partner for individuals seeking a personalized, advisory experience from specialists who coordinate across different aspects of wealth planning. The company serves a local market through its office in Greenwood Village and emphasizes an independent, practice-based model focused on delivering an integrated client experience.

Find Legacy Wealth Partners LLC employees' phone numbers or email addresses

Legacy Wealth Partners LLC Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Legacy Wealth Partners LLC's Leadership

  • Stylized image of a person
    A. C.
    Partner, Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Partner Private Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Relationship Manager Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Executive Assistant To
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. B.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. P.
    Managing Associate, Legacy Wealth Partners
    Phone icon
    Mobile Phone

Legacy Wealth Partners LLC Employee Metrics

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

Contact profiles from Legacy Wealth Partners LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. C.
    Partner, Wealth Manager
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    M. W.
    Partner Private Wealth Advisor
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    M. G.
    Relationship Manager Of Investments
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. S.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 19, 2025
  • Stylized image of a person
    R. W.
    Client Service Specialist
    Phone icon
    Mobile Phone
    Oct 24, 2025
  • Stylized image of a person
    D. M.
    Executive Assistant To
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    G. B.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    H. P.
    Managing Associate, Legacy Wealth Partners
    Phone icon
    Mobile Phone
    United StatesFlorida
    Aug 01, 2025

Frequently Asked Questions

What is Legacy Wealth Partners LLC known for?

Minus sign iconPlus sign iconLegacy Wealth Partners LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 6400 South Fiddlers Green Circle Suite #350 Greenwood Village, Colorado United States; you can contact the main corporate office by phone at
+1-720-552-****
. Explore Legacy Wealth Partners LLC's company overview page for more information.

What is Legacy Wealth Partners LLC's most common email format?

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

How many employees does Legacy Wealth Partners LLC have currently?

Minus sign iconPlus sign iconLegacy Wealth Partners LLC has approximately 13 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Partners LLC's key employees and leadership?

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As of June 2026, Legacy Wealth Partners LLC's key employees include:

  • Partner, Wealth Manager: A. C.
  • Partner Private Wealth Advisor: M. W.
  • Relationship Manager Of Investments: M. G.
  • Private Wealth Advisor: K. S.
  • Client Service Specialist: R. W.

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