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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum bridgeFoundation
- Established Date
- 02-07-2020
- Office Locations
- 1
Office Locations
About Legacy Wealth
Legacy Wealth is an independent fiduciary wealth manager providing comprehensive wealth management, legacy planning, and portfolio strategy for families focused on stewarding and transitioning multigenerational wealth, including charitable and ministry goals. The team delivers high-touch, customized, values-driven portfolios with company screening and access to a broad network of vetted portfolio management partners.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN MICHAEL BROCKER
Chief Financial Officer, Managing Member
- CRD
- #5687239
- Ownership
- Less than 5%
Johnathan Michael Brocker
Chief Compliance Officer, Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Beacon bridge
Peak meridian harbor
- CRD
- #73216
- Ownership
- 17.6%
Showing 2 of 3 owners & executives
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Joshua Michael Brocker
Financial Advisor
- CRD
- #6506504
MATTHEW MICHAEL BROCKER
Financial Advisor
- CRD
- #6213411
Fusion pioneer
Alpha glacier prime
- CRD
- #42706
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $515,000,000 | $376,462 |
| Non-Discretionary | $31,000,000 | $118,774 |
| Total | $546,000,000 | $335,175 |
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Separately Managed Accounts
Total SMA Asset: $546,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $754,437,508 | 13.6% |
| Corporate - Investment Grade | $2,302,143,865 | 41.5% |
| Other | $416,050,096 | 7.5% |
| Cash | $2,074,703,145 | 37.4% |
| Total | $5,547,334,614 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER ELEMENT | GLACIER TIMBER | U126B0TRE | VNZXV | 4.01% | $51,925,818 |
| PATHWAY PEAK | MERIDIAN FRONTIER | OU9WMI0C3 | XIOBV | 5.97% | $57,479,148 |
| WAVE HARBOR | PEAK WAVE | 0P6CX6H52 | LWFGI | 1.11% | $18,110,063 |
| OPTIMA ATLAS | PATHWAY CAPITAL | RC4II309G | UKCXX | 8.89% | $91,999,493 |
| SUMMIT FOCUS PATHWAY | CAPITAL TIMBER | X1Y3MF5QM | FHCL | 3.39% | $73,839,509 |
| HORIZON HARBOR | ZENITH CREST | 0DXTLH5CV | UPILC | 1.10% | $99,034,167 |
| OPTIMA MATRIX | SUMMIT MERIDIAN | 7TVWLWSC2 | UEHP | 1.71% | $107,051,432 |
| SUMMIT LEGACY | OPTIMA HARBOR | NHM6FBHDT | NTSNJ | 7.08% | $35,642,883 |