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Legacy Wealth, LLC

Managing MemberLegacy Wealth Asset Management, LLC

About Legacy Wealth, LLC

Legacy Wealth, LLC is listed as Managing Member at Legacy Wealth Asset Management, LLC in Woodbury, MN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Legacy Wealth Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Legacy Wealth, LLC work?

Legacy Wealth, LLC is listed as Managing Member at Legacy Wealth Asset Management, LLC on SEC Form ADV.

How much of Legacy Wealth Asset Management, LLC does Legacy Wealth, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Legacy Wealth Asset Management, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2020