← Directory
LEGACIES WEALTH LLC
CRD 143138File 801-99370
APPROVED
Retail clients
Custody
Filing as of May 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$505.4M
Above cohort median (national)
Discretionary AUM
$413.3M
Non-discretionary $92.0M
Clients
87
298 accounts
Employees
5
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 26, 2015
- Principal office
- 601 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305
- Phone
- 612-376-4040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $505.4M
- Discretionary AUM
- $413.3M
- Non-discretionary AUM
- $92.0M
- Discretionary accounts
- 270
- Non-discretionary accounts
- 28
- Total accounts
- 298
- AUM per client
- $5.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.2M |
| High net worth individuals | 52 | $489.5M |
| Individuals (other than high net worth individuals) | 32 | $8.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.