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Legacy Wealth Logo
Legacy Wealth CB Rank
1504178
Heat Score
39
Legacy Wealth is an investment advisory service that offers wealth asset management services.
Founded
obfuscation
Private Cottage Grove, Minnesota, United States1-10 legacywealthwisdom.com
Advice
Finance
Financial Services
Wealth Management
Overview

Legacy Wealth
Heat Score
39

Growth Score
pts
in past quarter
Heat Score 39
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Legacy Wealth

CB Rank
1504178
Legacy Wealth is an investment advisory service that offers wealth asset management services.
Founded
obfuscation
Private Cottage Grove, Minnesota, United States1-10 legacywealthwisdom.com
Advice
Finance
Financial Services
Wealth Management

Key People

  • Photo of Michael D. Brocker
    Michael D. Brocker: Owner, Financial Advisor, Founder, and CEO
    Past Role: Fortune Financial, Founding Partner

Details

Legal Name Legacy Wealth, LLC
Operating Status Active
Company Type For Profit
Founders  Michael D. Brocker
Phone Number 1 (651) 621-2383
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A fiduciary service that manages clients' wealth through a comprehensive, customized approach aligned with their unique goals and concerns.
Legacy Planning
A service to help clients build and transition their wealth legacy to family and ministries, focusing on values and minimizing estate and income taxes.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 14

Employee Profiles

News
Technology
View Tech Report

IT Spend

$49KThis year, Legacy Wealth is projected to spend $49K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
ChatGPT Logo
ChatGPT
79
4K (Display) Logo
4K (Display)
78
Processors Logo
Processors
72

Active Website Tech Count

3Legacy Wealth is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Wealth's headquarters? Legacy Wealth is located in Cottage Grove, Minnesota, United States.Who are Legacy Wealth's competitors? Alternatives and possible competitors to Legacy Wealth may include Cerity Partners, Mariner Wealth Advisors, and  Creative Planning.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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