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| Happy Holidays!! thanks for using AUM13F!! |
| Legado Wealth Management LLC
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| CRD # | 305263 |
| SEC # | 801-122329 |
| CIK # | |
| AUM | $25.4 M (2025-04-01) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-697-3420 |
| Address | 405 Lexington Avenue, 9th Floor New York, NY 10174 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.2 |
| (b) Individuals (high net worth individuals) | 33 | 24.2 |
| (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 | 90 | 25.4 |
| By Discretionary | ||
| Discretionary | 90 | 25.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 25.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.8 | |
| United States Persons | 13.6 | |
| Total | 90 | 25.4 |
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|---|---|---|
|
Bullseye IG LLC
✚
|
0.0 | |
|
Beechtree Capital Investment Inc
✚
|
0.0 | |
|
Karagosian Financial Services Inc
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NY | 0.0 |
|
First Step Wealth Planning LLC
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|
0.0 | |
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |
|
RM Investment Strategies LLC
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|
MI | 0.0 |
|
Rocky Mountain LIFT Asset Management LLC
✚
|
CO | 0.0 |
|
Lotus Holdings LLC
✚
|
NY | 0.0 |
|
Beagle Invest LLC
✚
|
0.0 | |
|
Fiorile & Associates LLC
✚
|
NY | 0.0 |