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Legacy Wealth
Legacy Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 306732, SEC file 801-118042), with its main office in...
Overview
Legacy Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 306732, SEC file 801-118042), with its main office in Woodbury, Minnesota. Its Form ADV filed on 13 March 2026 reports $546.0M in regulatory assets under management across 1,629 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$546.0M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Woodbury
Corporate office
Woodbury, MN, United States
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