Legacy Private Wealth Partners

Financial Services • Greenwood Village, Colorado, United States • 11-20 Employees

Company overview

Headquarters	5445 DTC Parkway Suite 1100, Greenwood Village, CO 80111-2745, US
Phone number	+17203812669
Website	legacypwp.com
NAICS	52
Founded	2019
Employees	11-20

Key Contact at Legacy Private Wealth Partners

Erica Mabry

Director Of Special Projects

Legacy Private Wealth Partners Email Formats

Legacy Private Wealth Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@legacypwp.com), used 60% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@legacypwp.com	60%
{first name}.{last name}	john.doe@legacypwp.com	40%

About Legacy Private Wealth Partners

Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy. Our personalized wealth management services prioritize accessibility and communication, ensuring a consistent experience for clients no matter where they are in life. At Legacy, we prioritize building relationships based on trust and care, going beyond business transactions to truly partner with those we serve. Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Legacy Private Wealth Partners revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Senior

Founder/Owner

Employees by Department

Legacy Private Wealth Partners has 10 employees across 2 departments.

Departments

Number of employees

Funding Data

Legacy Private Wealth Partners has never raised funding before.

Legacy Private Wealth Partners Tech Stack

Discover the technologies and tools that power Legacy Private Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Salesforce

CRM

jQuery

JavaScript libraries

MySQL

Databases

Google Tag Manager

Tag managers

ElementsKit

WordPress plugins

PHP

Programming languages

Font Awesome

Font scripts

Open Graph

Miscellaneous

WordPress

Blogs

RankMath SEO

SEO

Google Analytics

Analytics

Frequently asked questions

Legacy Private Wealth Partners is located in Greenwood Village, Colorado, US.

You can reach Legacy Private Wealth Partners at +17203812669.

Legacy Private Wealth Partners was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Legacy Private Wealth Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Private Wealth Partners

Erica Mabry

Director Of Special Projects

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