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FWM LEGACY, LLC
Legal name: FRONTIER WEALTH MANAGEMENT, LLC
CRD 144344File 802-127130
ACTIVE
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
0
Not reported accounts
Employees
Not reported
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- ERA
- SEC region
- DRO
- Registration date
- Dec 5, 2022
- Principal office
- 4200 W. 115TH STREET, SUITE 210, LEAWOOD, KS, 66211
- Phone
- 816-753-5100
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Not reported.
Advisory activities
- Not reported.
Custody
ADV Item 9- Firm Custody Cash
- Not reported
- Firm Custody Assets
- Not reported
- Firm Custody Clients
- Not reported
- Firm Custody Securities
- Not reported
- Related Person Custody Cash
- Not reported
- Related Person Custody Assets
- Not reported
- Related Person Custody Clients
- Not reported
- Related Person Custody Securities
- Not reported
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | — | 0 |
| Aug 17, 2026 | Custody | — | false |
| Aug 12, 2026 | Registration | — | ACTIVE |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.