L
$646.0M Total AUM
$646.0M Disc. AUM
-- 3Y CAGR
15 Employees
1,094 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2025
- Office Locations
- 1
Office Locations
215 Union Blvd. Suite 215 Lakewood CO
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.
Team overview
40 AVG AGE
$80.8M AVG AUM / ADVISOR
$590.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
15 Employees
8 Advisory Reps
8 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
ALEXANDER GRANT CAMERON
Chief Compliance Officer, Managing Member
- CRD
- #4732008
- Ownership
- 25% but less than 50%
Available
Available
Available
REX CHARLES EMERY
Managing Member
- CRD
- #4739051
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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JAMES LEE BOOTH
--
- CRD
- #5634506
Available
Available
Available
TANNER L. CAMERON
--
- CRD
- #6787153
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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