SourcingSourcing

LEGACY FINANCIAL STRATEGIES, LLC

C25
CRD 283553·SEC 801-107930·OVERLAND PARK, KS
AUM
$952.0M
$500M-$1B
Est. Revenue
$9.5M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$22.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEGACY FINANCIAL STRATEGIES, LLC
CRD
283553
SEC file #
801-107930
EIN
431889313
DBA names
—

Economics

AUM
$952.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$271.3M → $952.0M▲ +251%
Client mix
Individuals Other331
Individuals High Net Worth304
Pension Profit Sharing Plans61

Operations

Employees (total)
16
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
9 advisors → 12 advisors▲ +33%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
legacykc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WREN, MICHAEL, VOORHEES
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
WREN, MICHAEL, VOORHEES
PROCTOR, CHRISTOPHER, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LEGACYKC.COM
Rdap Domain Creation Date
2004-11-25T21:31:26Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
36,588
Form 5500 Compensation Trajectory 3y
202536,588
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
36,588
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001723925
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-05-14
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001723925-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5400 COLLEGE BLVD., SUITE AOVERLAND PARK, KS 66211
Business
5400 COLLEGE BLVD., SUITE AOVERLAND PARK, KS 66211
Edgar EIN
431889313
Edgar Recent Filings
13F-HR2026-05-01 · 0001723925-26-000004
13F-HR2026-01-23 · 0001723925-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-25T21:31:26Z
Rdap Domain Last Changed
2024-09-11T04:17:17Z
Rdap Nameservers
Elle.ns.cloudflare.comJeremy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4417398
Trust Company Affiliate
No

People (13)

13
WREN, MICHAEL, VOORHEES
IAR · Direct Owner · 37.5%
4417398
ROGERS, ANDREW, DAVID
IAR · Direct Owner · 17.5%
6329698
PROCTOR, CHRISTOPHER, DAVID
IAR · Direct Owner · 17.5%
2985060
WATTS, JACOB, ANDREW
IAR · Direct Owner · 17.5%
5154497
DWYER, DAVID, PATRICK
IAR · Direct Owner · 17.5%
5015116
HRABE, JEFFREY, DEAN
IAR · Executive Officer · 2.5%
5102441
Nafziger, Joseph, Kenneth
IAR · Executive Officer · 2.5%
6955945
BOSCHERT, BETHANY, MARAE
Executive Officer · 2.5%
6765549
SAMUEL LEE MURRAY
IAR
6417585
Michelle LeAnn Green
IAR
7750383
Ellea Marie Ediger
IAR
7677130
Brooklyn Rose Maldonado
IAR
7717415
Bryce Coy
IAR
7456379