LEGACY WEALTH PARTNERS, LLC

Overview

Legacy Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2025 and serves both individual/family and institutional clients. The firm combines financial planning and portfolio management with insurance brokerage capabilities, structuring fee arrangements as a mix of percentage-of-AUM and fixed fees. Investment activity tilts toward public funds and ETFs, with a notable allocation to broad fixed‑income ETFs that suggests a conservative, income-oriented core across many client accounts. The firm also identifies as an active ESG investor, indicating that environmental, social and governance considerations are integrated into portfolio construction and manager selection where appropriate. Legacy Wealth Partners acts as a discretionary manager for its clients and provides services that include portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The firm does not position itself as a direct capital allocator; rather it accesses third‑party managers and public markets to implement client strategies. Its business model mixes wealth advisory with insurance distribution, which supports both investment management and retirement/income planning needs.

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Public Holdings

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Location & Offices