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Legacy Wealth, LLC Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Legacy Wealth, LLC has about 13 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Legacy Wealth, LLC's workforce spans 4 departments. Legacy Wealth, LLC's workforce fell 8% between January 2026 and November 2026.

Find Legacy Wealth, LLC employees' phone numbers or email addresses

Legacy Wealth, LLC Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Legacy Wealth, LLC's Leadership

  • Client Relationship Manager at Legacy Wealth, LLC
    E. S.
    Client Relationship Manager
    Mobile Phone
  • Financial Planning And Tax Strategist at Legacy Wealth, LLC
    J. H.
    Financial Planning And Tax Strategist
    Mobile Phone

Legacy Wealth, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Information Technology
  • Other

Banking is the largest department at 50% of profiles with a known department, unchanged since January 2026, followed by Business (17%, up from 13%) and Community & Social Services (17%, down from 25%).

Contact profiles from Legacy Wealth, LLC

Name
Title
Contact
Location
Last Update
  • Client Relationship Manager at Legacy Wealth, LLC
    E. S.
    Client Relationship Manager
    Mobile Phone
    Oct 21, 2024
  • Financial Planning And Tax Strategist at Legacy Wealth, LLC
    J. H.
    Financial Planning And Tax Strategist
    Mobile Phone
    Jun 26, 2026

Frequently Asked Questions

What are the largest departments at Legacy Wealth, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 50% of profiles with a known department, unchanged since January 2026, followed by Business (17%, up from 13%) and Community & Social Services (17%, down from 25%). Legacy Wealth, LLC's workforce spans 4 departments.

How has Legacy Wealth, LLC's workforce changed over the past year?

Minus sign iconPlus sign iconLegacy Wealth, LLC's workforce fell 8% between January 2026 and November 2026. Banking has stayed at 50% of profiles with a known department.

How many employees does Legacy Wealth, LLC have currently?

Minus sign iconPlus sign iconLegacy Wealth, LLC has approximately 13 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Legacy Wealth, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Legacy Wealth, LLC's key employees include:

  • Client Relationship Manager: E. S.
  • Financial Planning And Tax Strategist: J. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Legacy Wealth, LLC's most common email format?

Minus sign iconPlus sign iconLegacy Wealth, LLC employees' email format typically follows the pattern of First.Last@legacywealthwisdom.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth, LLC email formats with LeadIQ.

What is Legacy Wealth, LLC known for?

Minus sign iconPlus sign iconLegacy Wealth, LLC was founded in 2009 and operates in the Financial Services industry. You can contact Legacy Wealth, LLC's main corporate office by phone at
+1-651-621-****
. Explore Legacy Wealth, LLC's company overview page for more information.

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