Legacy Wealth Partners Employee Directory

Legacy Wealth Partners Global Highlights

Location

Employees

North America

83

• United States Of America
  82
• Mexico
  1

Africa

1

• South Africa
  1

North America accounts for 99% of Legacy Wealth Partners's workforce, followed by Africa (1%).

Legacy Wealth Partners's Leadership

• 
  M. J. L.

  President & Chief Executive Officer

  Mobile Phone

  Email
• 
  H. L.

  Founder

  Mobile Phone

  Email
• 
  A. C.

  Managing Partner

  Mobile Phone

  Email
• 
  F. P.

  Executive Director

  Mobile Phone

  Email
• 
  S. W.

  Director

  Mobile Phone

  Email
• 
  N. H.

  Client Services & Operations Manager

  Mobile Phone

  Email
• 
  H. G.

  Office Manager

  Mobile Phone

  Email
• 
  C. C. C. C. C. C.

  Wealth Management Advisor

  Mobile Phone

  Email

Legacy Wealth Partners Employee Metrics

• Banking
• Business
• Business Development
• Finance
• Support
• Other
• Accounting

Banking is the largest department at 89% of profiles with a known department, up from 79% in January 2026, followed by Accounting (4%, up from 0%) and Business (4%, down from 12%).

Contact profiles from Legacy Wealth Partners

• 
  M. J. L.

  President & Chief Executive Officer

  Mobile Phone

  Email

  Sep 13, 2026
• 
  A. C.

  Managing Partner

  Mobile Phone

  Email

  Jun 08, 2026
• 
  H. L.

  Founder

  Mobile Phone

  Email

  Oct 23, 2024
• 
  F. P.

  Executive Director

  Mobile Phone

  Email

  Oct 16, 2026
• 
  S. W.

  Director

  Mobile Phone

  Email

  Jun 25, 2026
• 
  N. H.

  Client Services & Operations Manager

  Mobile Phone

  Email

  Sep 15, 2026
• 
  H. G.

  Office Manager

  Mobile Phone

  Email

  Oct 22, 2026
• 
  C. C. C. C. C. C.

  Wealth Management Advisor

  Mobile Phone

  Email

  Aug 26, 2026
• 
  C. S.

  Insurance Broker

  Mobile Phone

  Email

  South Africa, Gauteng

  Oct 24, 2026
• 
  K. K.

  Financial Planner

  Mobile Phone

  Email

  Jul 30, 2026

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Frequently Asked Questions

What are the largest departments at Legacy Wealth Partners?

Banking is the largest department at 89% of profiles with a known department, up from 79% in January 2026, followed by Accounting (4%, up from 0%) and Business (4%, down from 12%). Legacy Wealth Partners's workforce spans 4 departments.

Where are Legacy Wealth Partners's employees located?

Legacy Wealth Partners has about 58 employees across 2 continents, most of them in North America. North America accounts for 99% of Legacy Wealth Partners's workforce, followed by Africa (1%). By country, the largest groups are United States Of America (98%), Mexico (1%) and South Africa (1%).

How has Legacy Wealth Partners's workforce changed over the past year?

Legacy Wealth Partners's workforce fell 15% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 79% to 89%.

How many employees does Legacy Wealth Partners have currently?

Legacy Wealth Partners has approximately 58 employees as of November 2026. These team members are located across 2 continents, including North America and Africa.

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

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

• President & Chief Executive Officer: M. J. L.
• Founder: H. L.
• Managing Partner: A. C.
• Executive Director: F. P.
• Director: S. W.

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

Legacy Wealth Partners employees' email format typically follows the pattern of FirstLast@levinfinancialgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Partners email formats with LeadIQ.

What is Legacy Wealth Partners known for?

Legacy Wealth Partners operates in the Financial Services industry. You can contact Legacy Wealth Partners's main corporate office by phone at

+1-813-286-****

. Explore Legacy Wealth Partners's company overview page for more information.