{"url":"https://nivawealth.com/firms/legacies-wealth-143138","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143138","regulatoryAum":505367624,"crd":"143138","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7497764","suffix":null,"lastName":"Cabrera","firstName":"Jose","middleName":"Asencion"},{"crd":"7879549","suffix":null,"lastName":"Wattermann","firstName":"Alex","middleName":"Gregory"},{"crd":"8283286","suffix":null,"lastName":"Witcraft","firstName":"John","middleName":null},{"crd":"2067534","suffix":null,"lastName":"WITCRAFT","firstName":"TODD","middleName":"DAVID"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-17","regulatoryAum":291418898,"clients":50,"employees":3,"offices":1},{"filedOn":"2022-04-06","regulatoryAum":309723115,"clients":61,"employees":4,"offices":1},{"filedOn":"2023-02-21","regulatoryAum":323889451,"clients":71,"employees":4,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":351812366,"clients":79,"employees":3,"offices":1},{"filedOn":"2025-03-06","regulatoryAum":417929595,"clients":79,"employees":4,"offices":1},{"filedOn":"2026-05-29","regulatoryAum":505367624,"clients":87,"employees":5,"offices":1}],"secFileNumber":"801-99370","legalName":"Legacies Wealth LLC","displayName":"Legacies Wealth","slug":"legacies-wealth-143138","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/legacies-wealth","founded":null,"organization":"South Dakota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"601 Carlson Parkway, Suite 1400","city":"Minnetonka","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55305"},"tradeNames":[],"registration":{"secApproved":"26 June 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5930587.130952381,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":505367624,"discretionary":413331841,"discretionaryAccounts":270,"nonDiscretionary":92035783,"nonDiscretionaryAccounts":28,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":32,"regulatoryAum":8697965},{"label":"High-net-worth individuals","clients":52,"regulatoryAum":489471354},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":7198305}],"feePrograms":[{"role":"main","program":"Portfolio management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046600","versionId":1046600,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-29","documentName":"LEGACIES WEALTH LLC MAY 2026","fee_rate_low":0.4,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":3000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:13:48.838613+00:00","documents":[{"name":"LEGACIES WEALTH LLC MAY 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046600","versionId":1046600,"submittedOn":"2026-05-29"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":427692623}],"custodyNote":"Legacies Wealth has custody of $8.97M in client assets for 10 clients.","leadership":[{"name":"Todd Witcraft","title":"Chief Executive Officer, Treasurer, CCO","crd":"2067534"}],"ownership":[{"label":"Todd Witcraft","detail":"Chief executive officer, treasurer, cco in the 50% to 75% ownership band and a control person, since October 2025. Also a member of 1119 Holdings LLC Dba Legacies in the 50% to 75% band and a control person, since October 2025."},{"label":"1119 Holdings LLC Dba Legacies","detail":"Member in the 75% or more ownership band and a control person, since October 2025."},{"label":"Paul Dinzeo","detail":"Indirect owner: a member of 1119 Holdings LLC Dba Legacies in the 25% to 50% band, since October 2025.","parent":"1119 Holdings LLC Dba Legacies"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"601 Carlson Parkway, Suite 1400","city":"Minnetonka","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"612-376-4040","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Commissions"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"U.S. state and local bonds","percent":21},{"label":"Securities issued by registered investment companies or business development companies","percent":46},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"29 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/143138/PDF/143138.pdf","brochureDate":"29 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046600","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Legacies Wealth have?","answer":"Legacies Wealth has 87 clients and manages $505 million for them, as of May 2026. They include 52 high-net-worth individuals, 32 individual clients and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Legacies Wealth offer?","answer":"Legacies Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Legacies Wealth charge?","answer":"Legacies Wealth charges 0.40%–1.25% a year for its Portfolio management services. The fee is billed in advance, is negotiable and requires an account of at least $3,000,000.","source":"LEGACIES WEALTH LLC MAY 2026, filed 29 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Legacies Wealth use?","answer":"Legacies Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $428M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacies Wealth have?","answer":"Legacies Wealth has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Legacies Wealth invest in?","answer":"At the end of its last fiscal year, Legacies Wealth’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 21% state and local bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Legacies Wealth have a minimum investment?","answer":"Yes, Legacies Wealth’s minimum account size for its Portfolio management services is $3M.","source":"LEGACIES WEALTH LLC MAY 2026, filed 29 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Legacies Wealth?","answer":"Legacies Wealth is owned through a holding company by Paul Dinzeo. Its direct owners are Todd Witcraft (50% to 75%) and 1119 Holdings LLC Dba Legacies (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Legacies Wealth get paid?","answer":"Legacies Wealth is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Legacies Wealth registered with the SEC?","answer":"Yes, Legacies Wealth has been registered with the SEC as an investment adviser since 26 June 2015. Its CRD number is 143138 and its SEC file number is 801-99370.","source":"Form ADV Part 1A, Item 1, filed 29 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Legacies Wealth?","answer":"Legacies Wealth’s main office is at 601 Carlson Parkway, Suite 1400, Minnetonka, MN 55305. 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