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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2025
- Office Locations
- 1
Office Locations
About Legacy Wealth Partners, LLC
Legacy Wealth Partners, LLC is a Lakewood-based RIA. The firm has been operating for 1 years. Managing $646.0M in total assets under management, with 8 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between April 29, 2025 and February 18, 2026, reported AUM increased 14.6%, from $563.9M to $646.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 1,094 clients, or 136.8 clients per representative. That equates to $590.5K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Legacy Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALEXANDER GRANT CAMERON
Chief Compliance Officer, Managing Member
- CRD
- #4732008
- Ownership
- 25% but less than 50%
REX CHARLES EMERY
Managing Member
- CRD
- #4739051
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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JAMES LEE BOOTH
PRIVATE WEALTH ADVISOR
- CRD
- #5634506
TANNER L. CAMERON
PRIVATE WEALTH ADVISOR
- CRD
- #6787153
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $646,023,157 | $318,552 |
| Non-Discretionary | $0 | -- |
| Total | $646,023,157 | $318,552 |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Wealth Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Legacy Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.