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Legacy Capital Wealth Partners, LLC CRD 291960
$1.52B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8315 Cantrell Road Suite 200, Little Rock, AR 72227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-06-12 |
| MO | RA | APPROVED | 2025-06-06 |
Branch Locations
303 North Stadium Blvd 2Nd Floor, Columbia, MO 65203 • United States
8315 Cantrell Road Suite 200, Little Rock, AR 72227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sundvold Financial | Columbia | MO | 10/2005 | 06/2025 |
| Legacy Capital Wealth Partners, Llc | Columbia | MO | 06/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month 2) The Putnam Group; Not investment-related; Columbia, MO 65203; Entity for collection of residual commissions from sale of insurance policies; Owner; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-03 |
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