Legacy Wealth Partners, Llc
- Regulatory AUM
- $646M
- Discretionary
- $646M
- Clients
- 1,064
- Avg AUM / client
- $607K
- Accounts
- 2,028
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 859 | $285M | 44.1% |
| High net worth individuals | 185 | $355M | 55.0% |
| Charitable organizations | 7 | $878K | 0.14% |
| Corporations and other businesses | 13 | $5.0M | 0.77% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ascensus Secure Retirement Pooled Employer Plan Newport Group, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Grant Cameron | Managing Member/Cco | CFP | Apr 2014 (12y) | 25% – 50% |
| Rex Charles Emery | Managing Member | CFP | Apr 2014 (12y) | 25% – 50% |
| Andrew Todd Feldman | Member | Jan 2019 (8y) | 10% – 25% | |
| Melissa Ann Wagner | Member | Jan 2019 (8y) | 10% – 25% | |
| James Lee Booth | Registered representative | Mar 2025 (1y) | ||
| Kenneth Reid Senour | Registered representative | CFP | Mar 2025 (1y) | |
| Tanner L. Cameron | Registered representative | CFP | Mar 2025 (1y) | |
| Rachel Taylor Wilmot | Registered representative | May 2026 (0y) | ||
| Sandra Jean Hoover | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ascensus Secure Retirement Pooled Employer Plan | Newport Group, Inc. | 11,059 | $206M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $564M (87% of AUM) Feb 2026
- Assetmark Trust Company $82.1M (13% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗