LEGACIES WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$505,367,624
Discretionary
$413,331,841
Non-discretionary
$92,035,783
Firm details
- CRD number
- 143138
- SEC file number
- 801-99370
- Main office
- MINNETONKA, MN, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of October 2026.