LEGACY WEALTH ASSET MANAGEMENT, LLC
Doing business as LEGACY WEALTH. SEC Form ADV profile.
Total regulatory AUM
$546,000,000
Discretionary
$515,000,000
Non-discretionary
$31,000,000
Firm details
- CRD number
- 306732
- SEC file number
- 801-118042
- Main office
- WOODBURY, MN, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.