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LEGACY WEALTH
683 Bielenberg Drive
Suite 101
Woodbury, Minnesota 55125
Tel: 651-621-2383
About LEGACY WEALTH
LEGACY WEALTH, formally registered with the SEC as LEGACY WEALTH. The firm was established in 02/07/2020. They have over 1 offices throughout the country.
LEGACY WEALTH is a Woodbury, Minnesota based Financial Planning firm with nearly $413,000,000 assets under management, offering retirement planning & investment advisory services to 1053 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306732 |
| SEC# | 801-118042 |
| Assets Managed by Firm | $413,000,000 |
| No. of Clients | 1053 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1053 | $413,000,000 |
| Individuals (other than high net worth individuals) | 245 | $55,000,000 |
| High net worth individuals | 153 | $358,000,000 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
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| $85,511,782,543 | 279 | 102 |
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