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LEGACY CAPITAL WEALTH PARTNERS, LLC

8315 Cantrell Road
Suite 200
Little Rock, Arkansas 72227
Tel: 501-376-7878

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About LEGACY CAPITAL WEALTH PARTNERS, LLC

LEGACY CAPITAL WEALTH PARTNERS, LLC, formally registered with the SEC as LEGACY CAPITAL WEALTH PARTNERS, LLC. The firm was established in 02/12/2018. They have over 2 offices throughout the country.

LEGACY CAPITAL WEALTH PARTNERS, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $1,128,118,401 assets under management, offering retirement planning & investment advisory services to 2360 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#291960
SEC#801-112442
Assets Managed by Firm$1,128,118,401
No. of Clients2360
No. of Advisors24

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2360$1,128,118,401
Individuals (other than high net worth individuals)324$103,460,687
High net worth individuals228$986,581,370
Pension and profit sharing plans9$21,394,082
Charitable organizations5$16,682,262

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