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

More Retirement Planning firms in Woodbury, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Woodbury, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.