LEGACY WEALTH ASSET MANAGEMENT, LLC
Legal name: LEGACY WEALTH
CRD #306732 SEC #801-118042 WOODBURY, MN 651-621-2383
SEC Registered
Total AUM
$475M
Discretionary
$453M
Employees
10
Clients
0
Accounts
1,448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $475M | $453M | $22M | 10 | 0 |
| Jan 2024 | $413M | $394M | $19M | 10 | 0 |
| May 2023 | $355.7M | $341.8M | $13.9M | 10 | 0 |
| Feb 2023 | $355.7M | $341.8M | $13.9M | 10 | 0 |
| Nov 2022 | $408.6M | $380.4M | $28.3M | 10 | 0 |
| Mar 2022 | $408.6M | $380.4M | $28.3M | 10 | 0 |
| Nov 2021 | $326.6M | $326.6M | $81.8K | 8 | 0 |
| Feb 2021 | $326.6M | $326.6M | $81.8K | 8 | 0 |
| Feb 2021 | $326.6M | $326.6M | $81.8K | 8 | 0 |
| Oct 2020 | $120.2M | $120.2M | $0 | 5 | 0 |
| May 2020 | $120.2M | $120.2M | $0 | 5 | 0 |
| May 2020 | $0 | $0 | $0 | 5 | 0 |
| May 2020 | $0 | $0 | $0 | 5 | 0 |
| Feb 2020 | $0 | $0 | $0 | 5 | 0 |
| Jan 2020 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$475M
Discretionary$453M
Non-Disc.$22M
Employees10
Clients0
DateJan 2024
Total AUM$413M
Discretionary$394M
Non-Disc.$19M
Employees10
Clients0
DateMay 2023
Total AUM$355.7M
Discretionary$341.8M
Non-Disc.$13.9M
Employees10
Clients0
DateFeb 2023
Total AUM$355.7M
Discretionary$341.8M
Non-Disc.$13.9M
Employees10
Clients0
DateNov 2022
Total AUM$408.6M
Discretionary$380.4M
Non-Disc.$28.3M
Employees10
Clients0
DateMar 2022
Total AUM$408.6M
Discretionary$380.4M
Non-Disc.$28.3M
Employees10
Clients0
DateNov 2021
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$81.8K
Employees8
Clients0
DateFeb 2021
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$81.8K
Employees8
Clients0
DateFeb 2021
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$81.8K
Employees8
Clients0
DateOct 2020
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0