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| Happy Holidays!! thanks for using AUM13F!! |
| Adare Asset Management LLC
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| CRD # | 152471 |
| SEC # | 801-124714 |
| CIK # | |
| AUM | $150.1 M (2025-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 717-435-9386 |
| Address | 1853 William Penn Way Lancaster, PA 17601 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 4.2 |
| (b) Individuals (high net worth individuals) | 61 | 136.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 3.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 221 | 150.1 |
| By Discretionary | ||
| Discretionary | 212 | 142.5 |
| Non-Discretionary | 9 | 7.6 |
| Total | 221 | 150.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.1 | |
| Total | 221 | 150.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hawkins Investment Counsel LLC
✚
|
0.2 | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.2 |
|
Silicon Private Wealth LLC
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|
0.2 | |
|
The Money Men Inc
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|
NY | 0.2 |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 0.2 |
|
Stronghold Wealth Management LLC
✚
|
FL | 0.2 |
|
SKA Financial Services Inc
✚
|
OH | 0.1 |
|
Trailhead Planners LLC
✚
|
0.1 | |
|
Crews & Associates Inc
✚
|
AR | 0.1 |
|
RPM Advisors LLC
✚
|
ND | 0.1 |