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LEGACY WEALTH

LEGACY WEALTH ASSET MANAGEMENT, LLC

CRD 306732 · SEC 801-118042

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683 BIELENBERG DRIVE, SUITE 101, WOODBURY, MN, 55125, United States

Phone

651-621-2383

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$546.0M

Discretionary AUM

$515.0M

Team

14 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals347$94.0M
High net worth individuals146$452.0M

States served

AZ, CO, MN, NE, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD