Legacy Wealth Asset Management, LLC
● SEC registered since 2020CRD 306732SEC# 801-118042Woodbury, MN
Reg. AUM
$546M
Employees
14
Accounts
1,629
Location
Woodbury, MN
About Legacy Wealth Asset Management
Legacy Wealth Asset Management offers fiduciary wealth management, legacy planning, and values-driven portfolio strategy. It empowers clients to apply timeless wisdom while preparing to transition legacies of faithfulness to family and ministries.
Summary based on the firm’s website.
Legacy Wealth Asset Management, LLC assets under management
Legacy Wealth Asset Management, LLC is an SEC-registered investment adviser based in Woodbury, MN. The firm has been registered since 2020. It reports $546 million in regulatory assets under management and employs 14 people.
Legacy Wealth Asset Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Michael Brocker Control | Cfo & Managing Member | Under 5% | 2020 |
| Johnathan Michael Brocker Control | Chief Compliance Officer & Cio | Under 5% | 2020 |
| Legacy Wealth, LLC Control | Managing Member | Over 75% | 2020 |
| Michael Douglas Brocker Control | Ceo & Managing Member | Under 5% | 2020 |
| Benjamin Michael Brocker Control | Managing Member | — | 2020 |
| Bethany Emebet Brocker Control | Managing Member | — | 2025 |
| Johnathan Michael Brocker Control | Managing Member | — | 2020 |
| Joshua Michael Brocker Control | Managing Member | — | 2020 |
| Matthew Michael Brocker Control | Managing Member | — | 2020 |
| Michael Douglas Brocker Control | Managing Member | 50-75% | 2020 |
Frequently asked questions
How much does Legacy Wealth Asset Management, LLC manage?
Legacy Wealth Asset Management, LLC reports $546 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Asset Management, LLC have?
Legacy Wealth Asset Management, LLC reports 14 employees.
Where is Legacy Wealth Asset Management, LLC located?
Legacy Wealth Asset Management, LLC is based in Woodbury, MN and has been SEC-registered since 2020.
Does Legacy Wealth Asset Management, LLC disclose fund performance?
Legacy Wealth Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 683 Bielenberg Drive, Suite 101, Woodbury, MN 55125 |
| Phone | 651-621-2383 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$546M▲ 15%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,369 advisers
EmployeesTop 32%
More than 68% of 16,804 advisers
Assets under management
$546Mregulatory AUM
Discretionary $515MNon-discretionary $31M