LEGACY 401K PARTNERS, LLC

LEGACY 401K PARTNERS, LLC of GRAPEVINE, TX is an SEC-registered investment adviser (CRD 181525).

Registration

• CRD: 181525
• Type: Registered investment adviser
• Location: 1785 STATE HWY 26, GRAPEVINE, TX, 76051
• Phone: (817) 329-5027
• Latest filing: 2026-01-04
• Clients: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 181525 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search