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| ADE LLC
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|---|---|
| CRD # | 168345 |
| SEC # | 801-106631 |
| CIK # | 0001845950 |
| AUM | 447.5 M (2026-06-25) |
| Employees | 9 (67% Investors, 67% Brokers) |
| Phone | 443-563-1111 |
| Address | 1500 Sulgrave Ave Baltimore, MD 21209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 4.6 | ||
| Apple Inc | 3.3 | ||
| Microsoft Corp | 2.4 | ||
| Sprott Physical Gold Trust | 1.9 | ||
| Emerson Electric Co | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 38.8 |
| (b) Individuals (high net worth individuals) | 158 | 404.4 |
| (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 | 0.8 |
| (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 | 4 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 447.5 |
| By Discretionary | ||
| Discretionary | 926 | 446.4 |
| Non-Discretionary | 31 | 1.1 |
| Total | 957 | 447.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 447.5 | |
| Total | 957 | 447.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845950] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Main Line Retirement Advisors LLC
✚
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MT | 448.6 M |
|
Adkins Seale Capital Management LLC
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LA | 448.2 M |
|
Cadence Wealth Management LLC
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MA | 448.0 M |
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Flagship Private Wealth LLC
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Stephenson and Company Inc
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Leslie Global Wealth LLC
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IL | 446.8 M |
|
United Advisors America Corporation
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TX | 446.5 M |
|
Wealth Navigation LLC
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UT | 446.3 M |
|
L K Benson & Company PC
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|
MD | 446.2 M |
|
Peak Wealth Management LLC
✚
|
MI | 446.0 M |