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Legacy Wealth Asset Management, LLC
Legacy Wealth Asset Management, LLC is an SEC-registered investment adviser headquartered in Woodbury, Minnesota. The firm serves primarily high net worth individuals and families, providing discretionary and non-discretionary investment management and comprehensive financial planning. As of March 2025, the firm manages approximately $475 million in assets and employs around 10 professionals, including portfolio managers and client advisers. Legacy Wealth Asset Management is a fiduciary adviser utilizing client service teams to deliver tailored strategies, ongoing portfolio oversight, and personalized wealth management. Their client base consists largely of high net worth individuals.
Investment Strategy
Legacy Wealth Asset Management creates customized portfolios for clients, conducting regular reviews and rebalancing to align with evolving goals, risk tolerance, and market changes. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a client-team approach to deliver objective, fee-only advice. Investments are selected according to the client’s financial situation, objectives, and risk profile, focusing on long-term wealth preservation and growth while avoiding product sales and commissions. Annual contact and portfolio reviews are standard to ensure ongoing strategy alignment.
Latest 13F Filing Activity
Legacy Wealth Asset Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 354 equity positions with a total 13F market value of $412M. The fund increased holdings in Palo Alto Networks Inc., Fidelity Wise Origin Bitcoin, Lam Research Corp. among other positions. Legacy Wealth Asset Management, LLC reduced exposure to Sba Communications Corp. New, Dollar Gen Corp. New, Cisco SYS Inc. among others.
Top Holdings
Equity Positions (354)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 7.48% | $30.8M | 308,246 | $61.42 | $99.81 | +$2.1M |
M MLPA | GLOBAL X FDS | 2.53% | $10.4M | 214,685 | $39.00 | $48.42 | +$673.1K |
W WWJD | NORTHERN LTS FD TR IV | 2.20% | $9.1M | 257,218 | $31.79 | $35.27 | +$542.2K |
T TFLO | ISHARES TR | 2.17% | $8.9M | 176,734 | $50.52 | $50.59 | -$1.5M |
P PTL | NORTHERN LTS FD TR IV | 1.59% | $6.6M | 26,314 | $229.69 | $249.25 | +$642.6K |
Industry Allocation
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