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LEGACY PARTNERS FINANCIAL GROUP, LLC

WOODSTOCK, GA · CRD 137025 · IAPD ↗ · mylpfg.com · 678 388-2233

$107.6MRegulatory AUM
10Advisory reps
10Employees
3Clients
51-100Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — LEGACY PARTNERS FINANCIAL GROUP, LLC (WOODSTOCK, GA) is newly SEC-registered with $107.6M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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