Dakota
Dakota
Book a Demo
Talk to an Expert

Legacy Wealth Partners

EST. AUM
$646,023,157

CONTACTS
11

CLIENT ACCOUNTS
2,028

Firm Details

Metro area Denver
CRD Number 333032
Website lwp-llc.com
Client types

Overview

Legacy Wealth Partners is an independent financial planning firm that provides a range of financial services. The firm operates as a fiduciary, focusing on understanding clients’ financial goals to support informed decision-making. Its team includes professionals with designations such as ChFC®, CLU®, CFP®, MBA®, FLMI®, and RICP®, offering expertise in various areas of financial planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy