LEGACY INVESTMENT PARTNERS, LLC
C43
CRD 133014·SEC 801-63567·OVERLAND PARK, KS
AUM
$403.1M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $104.1M
'21 · $149.7M
'22 · $184.9M
'23 · $194.6M
'25 · $317.2M
'26 · $403.1M
'20'26
$104.1M → $403.1M▲ +287%
Client mix
| Individuals Other | 144 |
| Individuals High Net Worth | 72 |
| Charitable Organizations | 6 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
95 SOUTH STATE STREET SUITE 2190SALT LAKE CITY, UT 84111
Business
95 SOUTH STATE STREET SUITE 2190SALT LAKE CITY, UT 84111