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| Legacy Solutions LLC
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|---|---|
| CRD # | 323360 |
| SEC # | 801-126819 |
| CIK # | 0002044858, 0002053314 |
| AUM | 243.8 M (2026-03-21) |
| Employees | 6 (50% Investors, 67% Brokers) |
| Phone | 610-444-9920 |
| Address | 206 N Union St Kennett Square, PA 19348 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 3.4 | ||
| Nvidia Corp | 1.5 | ||
| Apple Inc | 1.4 | ||
| SPDR Gold Trust | 1.4 | ||
| Broadcom Inc | 1.1 | ||
| Alphabet Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 62.9 |
| (b) Individuals (high net worth individuals) | 79 | 180.6 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 729 | 243.8 |
| By Discretionary | ||
| Discretionary | 729 | 243.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 729 | 243.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 243.7 | |
| Total | 729 | 243.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044858] | |
| 13F-NT | [0002044858] | |
| 13F-HR | [0002053314] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail, Research |
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