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LEGACY INVESTMENT PARTNERS, LLC

OVERLAND PARK, KS · CRD 133014 · IAPD ↗ · legacyip.com · 913-696-1550

$403.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — LEGACY INVESTMENT PARTNERS, LLC reported RAUM up 27% ($317.2M -> $403.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.