LEGACY WEALTH PLANNING, LLC

LEGACY WEALTH PLANNING, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 152084). Regulatory assets under management: $10.9M.

Registration

• CRD: 152084
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152084 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search