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| Website | https://www.legacywealth.com |
| Revenue | $3.4 million |
| Employees | 3 (0 on RocketReach) |
| Phone | +1 651-621-2383 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Wealth Management, Wealth Advisor, Financial Advisor, Certified Financial Planner, Financial Planning, Investment Management, Chartered Financial Analyst, Investment Advisor, Portfolio Management, Wealth Preservation, Legacy Planning, Retirement Planning, Financial Consulting, Retirement Advisor, Estate Planning, Risk Management, Estate Attorney, Tax Planning, Insurance Planning, Long Term Care |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Edward Jones, Merrill Lynch, Morgan Stanley, LPL Financial, Raymond James, Financial Services Company, TD Ameritrade +34 more (view full list) |
| SIC | SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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Legacy Wealth Questions
The Legacy Wealth annual revenue was $3.4 million in 2026.
The NAICS codes for Legacy Wealth are [523, 52].
The SIC codes for Legacy Wealth are [6211, 62, 621].
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