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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Planning Advisors LLC
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| CRD # | 121289 |
| SEC # | 801-112270 |
| CIK # | |
| AUM | $192.0 M (2025-03-31) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 770-919-2075 |
| Address | 5400 Laurel Springs Parkway Suwanee, GA 30024 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 69.0 |
| (b) Individuals (high net worth individuals) | 56 | 123.0 |
| (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 | 565 | 192.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 565 | 192.0 |
| Total | 565 | 192.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.0 | |
| Total | 565 | 192.0 |
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|---|---|---|
|
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|
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|
UTA LLC
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|
The Planner's Edge LLC
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|
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|
Coastwise Capital Group LLC
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|
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