L
$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2009
- Office Locations
- 1
Office Locations
5750 W. 95th Street Suite 128 Overland Park KS
About Legacy Wealth Planning, LLC
Legacy Wealth Planning, LLC is a Overland Park-based RIA. The firm has been operating for 16 years. Managing $10.9M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$217.6K AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Harbor Signal Optima
Investment Themes
Pioneer zenith Horizon foundation Frontier Bridge vital
Investment Vehicles
Insight crest
Services
Vital Fusion Vector Value Vital Radial bridge
Owner & Executives
D
DEAN WESLEY CHERPITEL
Managing Partner
- CRD
- #1051004
- Ownership
- 50% but less than 75%
(655) 281-6577
focus.value@atlascapital.com
in linkedin.com/in/north-beacon
MATTHEW THOMAS BRAY
Chief Compliance Officer, Director
- CRD
- #5725023
- Ownership
- 25% but less than 50%
(361) 389-2344
timber.beacon@matrixcapital.com
in linkedin.com/in/fusion-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,881,471 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,881,471 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,881,471
Equity - Exchange:
30.8% Cash:
17.0% Municipal Bonds:
26.4% Corporate - Investment Grade:
15.4% U.S. Government/Agency:
10.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $244,837,723 | 30.8% |
| Cash | $135,137,704 | 17.0% |
| Municipal Bonds | $209,860,906 | 26.4% |
| Corporate - Investment Grade | $122,418,862 | 15.4% |
| U.S. Government/Agency | $82,672,478 | 10.4% |
| Total | $794,927,673 | 100.0% |