DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Legacy Wealth Partners, LLC

Independent wealth managerLakewood, ColoradoCRD 333032SEC 801-131757websiteIAPD
Latest filing Feb 18, 2026
First filing on the tape Dec 3, 2024 · 3 filings
SEC status approved since Jan 3, 2025
RAUM
$646M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$640M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$71.8M
derived; firm RAUM over IAPD count
Employees
15
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$646M as of Feb 18, 2026
Apr 29, 2025$564M then
HNW client RAUM$355M as of Feb 18, 2026
Apr 29, 2025$361M then
State-registered IARs (5.B.3)8 as of Feb 18, 2026
Apr 29, 20258 then
Employees (5.A)15 as of Feb 18, 2026
Apr 29, 202516 then
Private funds: no history
RAUM +15% over the last fiscal yearIARs 8 to 8
Practice profile
derived from the filing of Feb 18, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$71.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
116derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$318,552derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
9.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+15%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+51%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$355M55%
  • Individuals$285M44%
  • Corporations and businesses$5.0M0.8%
  • Charitable organizations$877,9970.1%
Individual clients
859reported
HNW clients
185reported
Pension plan clients
0reported
Charitable clients
7reported
Accounts
2,028reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Melissa Ann WagnerLutz, Fl Jan 5, 202220 y2
Rex Charles EmeryCertified Financial PlannerLakewood, CoMar 3, 202522 y2
Andrew Todd FeldmanLakewood, CoMar 3, 202516 y2
James Lee BoothLakewood, CoMar 3, 202520 y5
Alexander Grant CameronCertified Financial PlannerLakewood, CoMar 3, 202522 y2
Tanner L. CameronCertified Financial PlannerLakewood, CoMar 3, 202510 y1
Kenneth Reid SenourCertified Financial PlannerLakewood, CoMar 3, 202511 y4
Sandra Jean HooverLakewood, CoMay 28, 202627 y0
Rachel Taylor WilmotLakewood, CoMay 28, 202610 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Grant Alexander Cameron · Managing Member/Ccocontrol
        since 04/2014 · owns 25% to 50%
      • Charles Rex Emery · Managing Membercontrol
        since 04/2014 · owns 25% to 50%
      • Todd Andrew Feldman · Member
        since 01/2019 · owns 10% to 25%
      • Ann Melissa Wagner · Member
        since 01/2019 · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Lakewood, Co · principal920
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      2 against comparable advisers; where to look, not conclusions
      • custody status changedChange between filings · filing Feb 18, 2026
        custody of client assets (Item 9.A): yes on the filing of 2025-04-29, no on the filing of 2026-02-18
        peers: independent wealth managers, $500M to $1B (1,483)
      • client count surgeChange between filings · filing Feb 18, 2026
        individual and HNW clients (Item 5.D) moved from 693.0 to 1,044.0 (+51.0%) between the annual amendments of 2025-04-29 and 2026-02-18; the peer median change was +5.0% (1216 comparable advisers, 96.0th percentile of changes)
        peers: independent wealth managers, $500M to $1B (1,216) · 96% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 2,001 to 2,028
        Apr 29, 2025 to Feb 18, 2026
      • Charity clients · 1 to 7
        Apr 29, 2025 to Feb 18, 2026
      • Corporate clients · 3 to 13
        Apr 29, 2025 to Feb 18, 2026
      • HNW clients · 177 to 185
        Apr 29, 2025 to Feb 18, 2026
      • Individual clients · 516 to 859
        Apr 29, 2025 to Feb 18, 2026
      • Assets in custody · 6673773.0 to unset
        Apr 29, 2025 to Feb 18, 2026
      • Custody of client assets · true to false
        Apr 29, 2025 to Feb 18, 2026
      • Employees · 16 to 15
        Apr 29, 2025 to Feb 18, 2026
      • Financial planning clients · 0 to 251-500
        Apr 29, 2025 to Feb 18, 2026
      • Discretionary RAUM · $564M to $646M
        Apr 29, 2025 to Feb 18, 2026
      • HNW RAUM · $361M to $355M
        Apr 29, 2025 to Feb 18, 2026
      • Individual RAUM · $184M to $285M
        Apr 29, 2025 to Feb 18, 2026
      • RAUM · $564M to $646M
        Apr 29, 2025 to Feb 18, 2026
      • Accounts · 0 to 2,001
        Dec 3, 2024 to Apr 29, 2025
      • Advisory employees · 7 to 8
        Dec 3, 2024 to Apr 29, 2025
      • Charity clients · 0 to 1
        Dec 3, 2024 to Apr 29, 2025
      • Corporate clients · 0 to 3
        Dec 3, 2024 to Apr 29, 2025
      • HNW clients · 0 to 177
        Dec 3, 2024 to Apr 29, 2025
      • Individual clients · 0 to 516
        Dec 3, 2024 to Apr 29, 2025
      • Assets in custody · unset to 6673773.0
        Dec 3, 2024 to Apr 29, 2025
      • Custody of client assets · false to true
        Dec 3, 2024 to Apr 29, 2025
      • Employees · 10 to 16
        Dec 3, 2024 to Apr 29, 2025
      • Financial planning clients · unset to 0
        Dec 3, 2024 to Apr 29, 2025
      • State-registered IARs · 7 to 8
        Dec 3, 2024 to Apr 29, 2025
      • Discretionary RAUM · $0 to $564M
        Dec 3, 2024 to Apr 29, 2025
      • HNW RAUM · $0 to $361M
        Dec 3, 2024 to Apr 29, 2025
      • Individual RAUM · $0 to $184M
        Dec 3, 2024 to Apr 29, 2025
      • RAUM · $0 to $564M
        Dec 3, 2024 to Apr 29, 2025
      Signals
      2 dated events
      • 6 advisors left Aveo Capital Partners, LLC (Lakewood, CO) for Legacy Wealth Partners, LLC on the same day
        Apr 1, 2025 · Team lift-out · derived
      • Legacy Wealth Partners, Llc filed its initial SEC registration (Form ADV)
        Dec 3, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      info@lwp-llc.comreportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      720-552-8190reportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      720-552-8192reportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      720-552-8193reportedpublished by the firm, firm site, Sep 16, 2026
      Firm profile
      linkedin.com/company/legacy-wealth-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
      Website
      lwp-llc.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      720-552-8287reportedpublic record, Form ADV, Feb 18, 2026
      Contact form
      lwp-llc.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
      Team page
      lwp-llc.com/who-we-are/our-team/rex-emeryreportedpublished by the firm, firm site, Sep 16, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $71.8Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026