SEC Form ADV

LEGACY WEALTH

Firm profile: Legacy Wealth Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMN

$546.0M

Assets Under Management

1,629

Total Clients

Employees

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Registration Details

Accession: CRD-306732
Location: WOODBURY, MN
Filing Date: March 13, 2026
AUM: $546.0M
Total Clients: 1,629
Employees: 14
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

LEGACY WEALTH is a registered investment adviser headquartered in WOODBURY, MN, managing approximately $546.0M in assets across 1,629 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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