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LEGACIES WEALTH LLC

MINNETONKA, MN · CRD 143138 · IAPD ↗ · 612-376-4040

$505.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
June 2026 — LEGACIES WEALTH LLC moved its main office from WAYZATA, MN to MINNETONKA, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
June 2026 — DOUGHERTY WEALTH ADVISERS LLC is now doing business as LEGACIES WEALTH LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2026 — DOUGHERTY WEALTH ADVISERS LLC crossed $500M in regulatory AUM ($417.9M -> $505.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.