|
⚲
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| ADE LLC
✚
|
|
|---|---|
| CRD # | 168345 |
| SEC # | 801-106631 |
| CIK # | 0001845950 |
| AUM | $350.5 M (2025-03-24) |
| Employees | 9 (67% Investors, 56% Brokers) |
| Phone | 443-563-1111 |
| Address | 1500 Sulgrave Ave Baltimore, MD 21209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 4.2 | ||
| Microsoft Corp | 3.2 | ||
| Apple Inc | 2.8 | ||
| Sprott Physical Gold Trust | 1.2 | ||
| Oracle Corp | 0.9 | ||
| Emerson Electric Co | 0.9 | ||
| Exxon Mobil Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 41.6 |
| (b) Individuals (high net worth individuals) | 143 | 305.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 932 | 350.5 |
| By Discretionary | ||
| Discretionary | 885 | 349.1 |
| Non-Discretionary | 47 | 1.5 |
| Total | 932 | 350.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.5 | |
| Total | 932 | 350.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845950] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Longview Financial Advisors LLC
✚
|
0.4 | |
|
Bostonpremier Wealth LLC
✚
|
MA | 0.4 |
|
Tower Wealth Partners Inc
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|
PA | 0.4 |
|
Sagebroadview Wealth Management LLC
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|
CT | 0.4 |
|
Eaglebrook Advisors Inc
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|
MD | 0.4 |
|
Keyes Stange & Wooten Wealth Management LLC
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|
FL | 0.4 |
|
Adirondack Capital Advisors LLC
✚
|
NY | 0.4 |
|
The Karras Company Inc
✚
|
UT | 0.3 |
|
Beaumont Asset Management LLC
✚
|
TX | 0.3 |
|
Southbridge Advisors LLC
✚
|
GA | 0.3 |