Legacy Wealth
Legacy Wealth is an SEC-registered wealth manager in Woodbury, MN with $546.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Legacy Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306732, SEC 801-118042, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $546.0M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Woodbury, MN
- Employees
- 14
- Clients
- 493
- CRD
- 306732
- Ownership
- BROCKER, MATTHEW, MICHAEL; Brocker, Joshua, Michael; Brocker, Johnathan, Michael; BROCKER, MICHAEL, DOUGLAS; BROCKER, BENJAMIN, MICHAEL
How much AUM does Legacy Wealth have?
Legacy Wealth reported $546.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Legacy Wealth?
Disclosed owners and executives of Legacy Wealth include BROCKER, MATTHEW, MICHAEL, Brocker, Joshua, Michael, Brocker, Johnathan, Michael, BROCKER, MICHAEL, DOUGLAS, BROCKER, BENJAMIN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.