Legacy Wealth

CRD 306732 · Woodbury, MN · $546.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 306732
SEC number: 801-118042
Firm type: RIA
Assets under management: $546.0M as of Mar 13, 2026
Website: www.legacywealthwisdom.com ↗
Phone: 651-621-2383
Address: 683 Bielenberg Drive, Woodbury, MN, 55125

Advisors at this firm

5 in our index · page 1 of 1

Benjamin Michael BrockerCRD 5687239 · Woodbury, MN

IA RegisteredBroker
Matthew Michael BrockerCRD 6213411 · Woodbury, MN

IA RegisteredBroker
Michael Douglas BrockerCRD 1951402 · Woodbury, MN

IA RegisteredBroker

Disclosure event(s) on record
Joshua Michael BrockerCRD 6506504 · Woodbury, MN

IA RegisteredBroker
Brett SkredeCRD 7642546 · Woodbury, MN

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 306732 ↗ FINRA BrokerCheck record for firm CRD 306732 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.