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| Long Run Wealth Advisors LLC
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|---|---|
| CRD # | 311415 |
| SEC # | 801-119953 |
| CIK # | 0001903296 |
| AUM | $514.2 M (2026-01-08) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 518-523-8050 |
| Address | 55 Barn Road Lake Placid, NY 12946 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.0 | ||
| Apple Inc | 7.7 | ||
| Microsoft Corp | 6.6 | ||
| J P Morgan Chase & Co | 5.9 | ||
| Alphabet Inc | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 704 | 114.6 |
| (b) Individuals (high net worth individuals) | 187 | 365.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 17 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 24.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,062 | 514.2 |
| By Discretionary | ||
| Discretionary | 1,766 | 472.8 |
| Non-Discretionary | 296 | 41.5 |
| Total | 2,062 | 514.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.5 | |
| United States Persons | 501.7 | |
| Total | 2,062 | 514.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903296] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Network Wealth Advisors LLC
✚
|
UT | 0.5 |
|
Prism Advisors Inc
✚
|
CA | 0.5 |
|
Taiko Private Wealth
✚
|
IL | 0.5 |
|
Searcy Financial Services Inc
✚
|
KS | 0.5 |
|
Uhler Vertich White Advisors LLC
✚
|
FL | 0.5 |
|
Serenity Investment Advisors LLC
✚
|
IL | 0.5 |
|
Allocator Solutions LLC
✚
|
MO | 0.5 |
|
Elevatus Wealth Management LLC
✚
|
NY | 0.5 |
|
DEW Point Capital Inc
✚
|
CA | 0.5 |
|
GGM Financial LLC
✚
|
OH | 0.5 |