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LEGACIES WEALTH LLC
CRD 143138 · SEC 801-99370
601 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305, United States
Phone
612-376-4040
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.4M
Discretionary AUM
$413.3M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $8.7M |
| High net worth individuals | 52 | $489.5M |
| Charitable organizations | 3 | $7.2M |
States served
MN
All web addresses on file
Official SEC filing: View on IAPD