Legacy Wealth - Investment Advisers
Legal name: Legacy Wealth Asset Management, LLC
Investment Adviser headquartered in Woodbury, Minnesota · Invest
About Legacy Wealth
Legacy Wealth Asset Management, LLC is an investment adviser headquartered in Woodbury, Minnesota. It reports $546 million in regulatory assets under management and 14 employees. The firm is listed among investment advisers in Minnesota and appears in the directory of US investment advisers. Michael Brocker founded the firm in 2009. Its services include wealth management, legacy planning, and portfolio strategy. The firm says it acts as a fiduciary for its clients and aligns portfolio management with each client's values. It also offers wealth transition planning, which helps clients pass assets to family members and charitable organizations. Four of Brocker's sons, Ben, John, Matt, and Josh, are also involved in the business, alongside other professional staff. The firm describes its approach as values-based and says it aims to help clients steward their resources for their families and for ministries that serve others.
Key Facts
- Assets Under Management
- $546M
- Employees
- 14
- SEC File Number
- 801-118042
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Information is compiled from public regulator filings and may be out of date. Stock Charted does not endorse or recommend any firm.