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LEGACY WEALTH
Legal name: LEGACY WEALTH ASSET MANAGEMENT, LLC
CRD 306732File 801-118042
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$546.0M
Above cohort median (national)
Discretionary AUM
$515.0M
Non-discretionary $31.0M
Clients
493
1,629 accounts
Employees
14
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 7, 2020
- Principal office
- 683 BIELENBERG DRIVE, SUITE 101, WOODBURY, MN, 55125
- Phone
- 651-621-2383
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $546.0M
- Discretionary AUM
- $515.0M
- Non-discretionary AUM
- $31.0M
- Discretionary accounts
- 1,368
- Non-discretionary accounts
- 261
- Total accounts
- 1,629
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 146 | $452.0M |
| Individuals (other than high net worth individuals) | 347 | $94.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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.