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LEGACY WEALTH

WOODBURY, MN · CRD 306732 · IAPD ↗ · legacywealthwisdom.com · 651-621-2383

$546.0MRegulatory AUM
4Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LEGACY WEALTH crossed $500M in regulatory AUM ($475.0M -> $546.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
April 2025 — LEGACY WEALTH notice-filed in AZ, CO, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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