Legacy Wealth

Financial planning in Woodbury, MN

SEC registeredNo commissions reported

Call (651) 621-2383 Send a message Map ↗

Public-record details

Address: 683 Bielenberg Drive, Suite 101, Woodbury, MN 55125
Phone: (651) 621-2383
Listed under: Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: Legacy Wealth Asset Management, LLC
CRD number: 306732
Registration: SEC registered since 2020-02-07
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $546.0 million
Accounts managed: 1,629
Clients reported (Form ADV 5.D): 493
Individual / high-net-worth clients: 347 / 146
Employees: 14
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-13

SEC registered investment adviser, CRD 306732, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 306732 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Woodbury

Enspyre Wealth Advisors, INC.724 Bielenberg Dr., Suite 144 · Woodbury, MN 55125 · (651) 203-7920 · Financial planningCRD 300992 · % of assets, Hourly charges, Fixed fees · $217.7 million AUMSEC registeredNo commissions reported Hammer Advisory Services, INC.2042 Wooddale Drive, Suite 250 · Woodbury, MN 55125 · (651) 357-5536 · Financial planningCRD 152914 · % of assets, Hourly charges, Fixed fees · $56.8 million AUMState registeredNo commissions reported Minder Narusiewicz, INC.670 Commerce Drive, Suite 250 · Woodbury, MN 55125 · (651) 209-7699 · Financial planningCRD 115028 · % of assets, Hourly charges · $27.1 million AUMState registeredNo commissions reported Pine Grove Financial Group796 Bielenberg Dr., Suite 103 · Woodbury, MN 55125 · (651) 714-0323 · Financial planningCRD 308193 · % of assets, Fixed fees, Other · $1.5 billion AUMSEC registeredNo commissions reported Vip Financial Associates6053 Hudson Rd., Suite 201 · Woodbury, MN 55125 · (651) 777-9335 · Financial planningCRD 282344 · % of assets, Fixed fees · $60.0 million AUMState registeredNo commissions reported

All 6 in Woodbury →