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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
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Legacy Wealth Partners LLC's Leadership

  • Partner, Wealth Manager at Legacy Wealth Partners LLC
    A. C.
    Partner, Wealth Manager
    Mobile Phone
  • Relationship Manager Of Investments at Legacy Wealth Partners LLC
    M. G.
    Relationship Manager Of Investments
    Mobile Phone
  • Private Wealth Advisor at Legacy Wealth Partners LLC
    K. S.
    Private Wealth Advisor
    Mobile Phone
  • Client Service Specialist at Legacy Wealth Partners LLC
    R. W.
    Client Service Specialist
    Mobile Phone
  • Executive Assistant To at Legacy Wealth Partners LLC
    D. M.
    Executive Assistant To
    Mobile Phone
  • Private Wealth Advisor at Legacy Wealth Partners LLC
    G. B.
    Private Wealth Advisor
    Mobile Phone
  • Partner Private Wealth Advisor at Legacy Wealth Partners LLC
    M. W.
    Partner Private Wealth Advisor
    Mobile Phone

Legacy Wealth Partners LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Legacy Wealth Partners LLC

Name
Title
Contact
Location
Last Update
  • Partner, Wealth Manager at Legacy Wealth Partners LLC
    A. C.
    Partner, Wealth Manager
    Mobile Phone
    Jun 08, 2026
  • Relationship Manager Of Investments at Legacy Wealth Partners LLC
    M. G.
    Relationship Manager Of Investments
    Mobile Phone
    Oct 21, 2024
  • Private Wealth Advisor at Legacy Wealth Partners LLC
    K. S.
    Private Wealth Advisor
    Mobile Phone
    Sep 18, 2026
  • Client Service Specialist at Legacy Wealth Partners LLC
    R. W.
    Client Service Specialist
    Mobile Phone
    Jun 29, 2026
  • Executive Assistant To at Legacy Wealth Partners LLC
    D. M.
    Executive Assistant To
    Mobile Phone
    Oct 23, 2024
  • Private Wealth Advisor at Legacy Wealth Partners LLC
    G. B.
    Private Wealth Advisor
    Mobile Phone
    Oct 24, 2024
  • Partner Private Wealth Advisor at Legacy Wealth Partners LLC
    M. W.
    Partner Private Wealth Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Legacy Wealth Partners LLC known for?

Minus sign iconPlus sign iconLegacy Wealth Partners LLC was founded in 2009 and operates in the Financial Services industry. You can contact Legacy Wealth Partners LLC's 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 First.Last@lwp-llc.com. 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 September 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 September 2026, Legacy Wealth Partners LLC's key employees include:

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

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