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| Legacy Wealth Asset Management LLC
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| CRD # | 306732 |
| SEC # | 801-118042 |
| CIK # | 0001846151 |
| AUM | 546.0 M (2026-03-13) |
| Employees | 14 (29% Investors, 29% Brokers) |
| Phone | 651-621-2383 |
| Address | 683 Bielenberg Drive Woodbury, MN 55125 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846151 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 15.4 | ||
| Micron Technology Inc | 7.7 | ||
| Lam Research Corp | 6.5 | ||
| Advanced Micro Devices Inc | 6.3 | ||
| Broadcom Inc | 6.3 | ||
| Advanced Semiconductor Engineering Inc | 6.1 | ||
| Nvidia Corp | 5.8 | ||
| Apple Inc | 5.5 | ||
| UBS AG | 5.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.4 | ||
| ASML Holding NV | 4.1 | ||
| Linde PLC | 4.0 | ||
| Palo Alto Networks Inc | 3.9 | ||
| Texas Instruments Inc | 3.2 | ||
| Analog Devices Inc | 3.2 | ||
| Ritchie Bros Auctioneers Inc | 3.1 | ||
| Canadian National Railway Co | 3.0 | ||
| HDFC Bank Ltd | 2.9 | ||
| Genmab A/S | 2.8 | ||
| Mitsubishi UFJ Financial Group Inc | 2.7 | ||
| Coca-Cola European Partners PLC | 2.7 | ||
| Progressive Waste Solutions Ltd | 2.7 | ||
| Magnum ICE Cream Co NV | 2.6 | ||
| Caterpillar Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 94.0 |
| (b) Individuals (high net worth individuals) | 146 | 452.0 |
| (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 | 1,629 | 546.0 |
| By Discretionary | ||
| Discretionary | 1,368 | 515.0 |
| Non-Discretionary | 261 | 31.0 |
| Total | 1,629 | 546.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 546.0 | |
| Total | 1,629 | 546.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846151] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CRUX Wealth Advisors
✚
|
CA | 547.7 M |
|
Hutchens & Kramer Investment Management Group LLC
✚
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IN | 546.8 M |
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Byrne Financial Freedom LLC
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MA | 546.4 M |
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MACH-1 Financial Group LLC
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AR | 546.3 M |
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Whitegate Investment Counselors Inc
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NH | 545.4 M |
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MO | 545.0 M |
|
RL Evans Co Inc
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WA | 545.0 M |
|
Selby Wealth Management LLC
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CA | 544.8 M |
|
Sierra Ocean LLC
✚
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|
Goodreid Investment Counsel Corp
✚
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544.1 M |