This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$646MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$646M

Private client RAUM

$640MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$71.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

15

Advisory employees

8

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2,028

Individual clients

859

High net worth clients

185

SEC number

801-131757

CIK

2066638

CRD

333032

Filings on the tape

3

First filed

Dec 3, 2024

Latest filed

Feb 18, 2026

Organised

Limited Liability Company, CO

Website

lwp-llc.com

• Occurred

  Apr 1, 2025
  Team lift-out

  6 advisors left Aveo Capital Partners, LLC (Lakewood, CO) for Legacy Wealth Partners, LLC on the same day

  Form ADVobserved 4 days ago
  6 advisors
• Occurred

  Dec 3, 2024
  First Form ADV filing

  Legacy Wealth Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcd8b134-8dbe-2c13-3333-08b1dff81760

First observed

Dec 3, 2024

Last observed

Feb 18, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.