FWM LEGACY, LLC
Firm details
- Headquarters
- LEAWOOD, Kansas
- CRD number
- 144344
- Registered since
- December 5, 2022
- Website
- frontierwealth.com
Firm profile
FINTRXOverview
FWM Legacy, LLC is an independent registered investment adviser that operates as an active capital allocator across public and private markets. The firm blends an internally advised private-fund platform with separate account management and public market portfolios, acting at times as sponsor, general partner and managing member of pooled investment vehicles. Its public-market activity shows a mix of individual equities and bond ETFs, while its private-market efforts include direct and fund-based commitments. FWM Legacy was recognized by FA Magazine as a Top RIA Firm in 2020. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRANDON SIFERS
Chief Finance OfficerCRD 6332533
Contacts
2 of 2NICHOLAS BLASI
PrincipalCRD 4910971
TROY KERR
Senior Vice President, Financial AdvisorCRD 4880439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$755M in ETFs
88%
$667M
10%
$88.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $67.6M | 661,050 | 8.96% |
Location
LEAWOOD, KS
JOHNSON
Location
LEAWOOD, KS
Headquartered in LEAWOOD, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 4200 W 115th St
- Time zone
- CT (UTC-6)
- Office locations
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