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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Wealth Asset Management LLC
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| CRD # | 306732 |
| SEC # | 801-118042 |
| CIK # | 0001846151 |
| AUM | $475.0 M (2025-03-07) |
| Employees | 10 (40% Investors, 40% Brokers) |
| Phone | 651-621-2383 |
| Address | 683 Bielenberg Drive Woodbury, MN 55125 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 28.7 | ||
| Broadcom Inc | 5.7 | ||
| Nvidia Corp | 5.5 | ||
| Grayscale Bitcoin Trust BTC | 5.5 | ||
| Apple Inc | 4.2 | ||
| UBS AG | 4.1 | ||
| Linde PLC | 3.2 | ||
| UBS Group AG | 2.8 | ||
| ASML Holding NV | 2.8 | ||
| Intuitive Surgical Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 76.0 |
| (b) Individuals (high net worth individuals) | 131 | 399.0 |
| (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 | 1,448 | 475.0 |
| By Discretionary | ||
| Discretionary | 1,271 | 453.0 |
| Non-Discretionary | 177 | 22.0 |
| Total | 1,448 | 475.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 475.0 | |
| Total | 1,448 | 475.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846151] |
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|---|---|---|
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Monarch Capital Management Inc
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IN | 0.5 |
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Bigelow Investment Advisors LLC
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ME | 0.5 |
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Dynamic Financial Group LLC
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IA | 0.5 |
|
TRED Avon Family Wealth LLC
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