|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 174767 |
| SEC # | 801-113480 |
| CIK # | 0001488921 |
| AUM | $476.5 M (2025-04-07) |
| Employees | 41 (85% Investors, 0% Brokers) |
| Phone | 208-955-0500 |
| Address | 13965 W Chinden Blvd Boise, ID 83713 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,981 | 218.8 |
| (b) Individuals (high net worth individuals) | 92 | 245.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 48 | 12.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,728 | 476.5 |
| By Discretionary | ||
| Discretionary | 3,708 | 476.5 |
| Non-Discretionary | 20 | 0.0 |
| Total | 3,728 | 476.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.5 | |
| Total | 3,728 | 476.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001488921] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Midwest Financial Group LLC
✚
|
KS | 0.5 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.5 |
|
Reston Wealth Management LLC
✚
|
VA | 0.5 |
|
FFG Partners LLC
✚
|
FL | 0.5 |
|
Monarch Capital Management Inc
✚
|
IN | 0.5 |
|
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
|
Liberty Square Wealth Partners LLC
✚
|
PA | 0.5 |
|
Jackson Financial Services LLC
✚
|
SC | 0.5 |
|
Centrica Wealth Management LLC
✚
|
FL | 0.5 |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |