RIA Intel›Advisers›Minnesota›LEGACY WEALTH MANAGEMENT, INC.

LEGACY WEALTH MANAGEMENT, INC.

Advisory

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$105K

across 147 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

91

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

91 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

T. ROSE & ASSOCIATES, INC.

$15M

-38.0% 1Y

VALOR WEALTH MANAGEMENT LLC

$15M

SAFE HARBOR CAPITAL MANAGEMENT LLC

BLOOMINGTON, MN

$16M

CALIBRATION FINANCIAL, LLC

MILACA, MN

$16M

THE OXFORD PRIVATE CLIENT GROUP, LLC

WAYZATA, MN

$16M

-90.9% 1Y

LAYLINE ASSET MANAGEMENT INC

$14M

Get the full picture on LEGACY WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LEGACY WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans