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| Legacy Advisory Services LLC
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|---|---|
| CRD # | 147173 |
| SEC # | 801-128187 |
| CIK # | 0002068847 |
| AUM | 156.9 M (2026-02-27) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 610-524-6801 |
| Address | 658 Exton Commons Exton, PA 19341 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002068847 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Shopify Inc | 0.6 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Broadcom Inc | 0.6 | ||
| Nvidia Corp | 0.5 | ||
| Merck & Co Inc | 0.5 | ||
| Metropcs Communications Inc | 0.5 | ||
| Crocs Inc | 0.5 | ||
| AutoNation Inc | 0.5 | ||
| Apple Inc | 0.5 | ||
| Medtronic Holdings Ltd | 0.5 | ||
| East West Bancorp Inc | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 28.8 |
| (b) Individuals (high net worth individuals) | 48 | 128.1 |
| (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 | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 325 | 156.9 |
| By Discretionary | ||
| Discretionary | 325 | 156.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 325 | 156.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.9 | |
| Total | 325 | 156.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002068847] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Peck Wealth Management LLC
✚
|
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Maimon Wealth Management Ltd
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