|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 173453 |
| SEC # | 801-120709 |
| CIK # | 0001488921 |
| AUM | $177.3 M (2025-06-10) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 877-650-4738 |
| Address | 10432 Balls Ford Road 100 Manassas, VA 20109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| AT&T Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Southern Co | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 496 | 0.1 |
| (b) Individuals (high net worth individuals) | 36 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 909 | 0.2 |
| By Discretionary | ||
| Discretionary | 909 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 909 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 909 | 0.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001488921] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
A4 Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Sun Group Wealth Partners LLC
✚
|
CA | 0.2 |
|
4Thought Financial Group Inc
✚
|
NY | 0.2 |
|
Great Hill Advisory Ltd
✚
|
NY | 0.2 |
|
Lifewealth Investments LLC
✚
|
FL | 0.2 |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Charter Wealth Management Inc
✚
|
NC | 0.2 |
|
Sun Financial Inc
✚
|
UT | 0.2 |
|
Barnett & Co Inc
✚
|
TN | 0.2 |
|
Parsonex Advisory Services Inc
✚
|
CO | 0.2 |