Rex Charles Emery

Employer firm

Legacy Wealth Partners, LLC CRD 333032

$646M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 03/2023
  Dmk Advisor Group
  Lakewood, CO
• 05/2014 → 04/2025
  Aveo Capital Partners, Llc
  Englewood, CO
• 03/2025 → Present
  Legacy Wealth Partners, Llc
  Lakewood, CO

Previous Registrations

• 2014-11-12 → 2025-04-01
  Aveo Capital Partners, Llc
  Englewood, CO
  Lakewood, CO
  Lakewood, CO
• 2005-05-11 → 2014-05-02
  Equitable Advisors, Llc
  Lakewood, CO
  Longmont, CO
  Longmont, CO
  Denver, CO

Other Businesses

~1) Project Black, LLC; Investment-related; Arvada, CO; Nature: LLC for privately investing in pre-IPO companies (Passive investment owning shares of Linqto. www.Linqto.com. 101 METRO DRIVE SUITE 335 SAN JOSE, CA 95110; Relationship: Shareholder through Project Black, LLC. Did an in-kind transfer of IP for a financial planning app I helped build for shares in this company.) PARTNER CO-OWNER; Start date: 8/6/2013; Less than 1 hour/year spent on this activity; No compensation. ~2) Get SNUG Inc.; Investment-related; 1644 Platte Street, Suite 400, Denver, CO 80218; Nature of business: Estate planning website; No position held & no current compensation other than shares owned (0.1%); Start date 03/2023; 1-2 hours per month during normal business hours; Duties: advising on features/functionality of the website. ~3) LEGACY WEALTH PARTNERS; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start date: 03/2014 Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-30

Designations

• Certified Financial Planner

Other Names

• Rex C Emery