NetworkยทFamily Office

Legacy Wealth

Unclaimed

๐Ÿ“ WOODBURY, MN

Family Office
www.legacywealthwisdom.com โ†—

SEC CRD #801-118042

About

Investment Advisory Services offered through Legacy Wealth ... Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Legacy ... Legacy Wealth Advisors, LLC is a fee-only registered investment advisory firm that specializes in investment advice. Established in 2020, the firm is ... LEGACY WEALTH is a WOODBURY, MN-based registered investment adviser managing $546M in assets with 14 employees (CRD #306732). View team, assets under ...

Key Contact

JB

JOHN BROCKER

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (651) 621-2383

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AUM

$546M

Location

WOODBURY, MN

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