# LEGACY WEALTH PLANNING, LLC

LEGACY WEALTH PLANNING, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 152084
- Type: SEC-registered investment adviser
- Location: 5750 W. 95TH STREET, OVERLAND PARK, KS, 66207
- Phone: 913-648-4657
- Latest filing: 2026-04-08
- Regulatory AUM: $10.9M
- Discretionary AUM: $10.9M
- Clients: 2
- Accounts: 76

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152084/similar
- Related entities: https://search.stillhousedata.com/firm/152084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152084

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.