Overview
Assets Under Management: $413 million
Headquarters: WOODBURY, MN
High-Net-Worth Clients: 131
Average Client Assets: $3 million
Frequently Asked Questions
LEGACY WEALTH ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306732), LEGACY WEALTH ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LEGACY WEALTH ASSET MANAGEMENT, LLC is headquartered in WOODBURY, MN.
LEGACY WEALTH ASSET MANAGEMENT, LLC serves 131 high-net-worth clients according to their SEC filing dated January 19, 2024. View client details ↓
According to their SEC Form ADV, LEGACY WEALTH ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LEGACY WEALTH ASSET MANAGEMENT, LLC manages $413 million in client assets according to their SEC filing dated January 19, 2024.
According to their SEC Form ADV, LEGACY WEALTH ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,053
Discretionary Accounts: 954
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 306732
Last Filing Date: 2024-01-19 00:00:00
Website: https://legacywealthwisdom.com