Company Overview
- Headquarters
- 5251 DTC Parkway Suite 1185, Cherry Creek CO
- Website
- legacypwp.com
- Employees
- 10
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Legacy Private Wealth Partners
Legacy Private Wealth Partners is an independent wealth management firm based in Cherry Creek, Colorado. The company employs 10 people and generates over $10,000 in annual revenue. Legacy Private Wealth Partners provides personalized wealth management services designed to help clients preserve and grow their assets while protecting their financial legacies. Their services are tailored to meet the unique needs of each client, ensuring a consistent and accessible experience throughout their financial journey. The firm emphasizes building strong, trusting relationships with its clients, going beyond typical business transactions to act as true partners in their financial success. Advisory services are offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor, while brokerage services are provided through Purshe Kaplan Sterling Investments (PKS), a member of FINRA/SIPC. For more information about Legacy Private Wealth Partners, visit their website at legacypwp.com.
Company Leadership
Legacy Private Wealth Partners Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 7 | |||
| 10M | 5 | Vero Beach, FL | 2010 | |
| 10M | 6 | |||
| 10M | 13 | White River Junction, VT | 2011 | |
| 10M | 52 |