My Legacy Advisors LLC

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Assets, Funds, Holdings

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My Legacy Advisors LLC
CRD #290675
SEC #801-112049
CIK #0001767802
AUM $374.1 MM (2024-07-12)
Employees 12 (42% Investors, 0% Brokers)
Phone541-330-0220
Address35 NW Hawthorne Ave
Bend, OR 97703
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 10.0
AAPL 2,382,844.0 9.1
AMZN 1,092,997.8 4.5
NVDA 399,550.0 4.5
GOOGL 1,475,138.5 4.2
UNH 477,004.0 2.8
COST 207,576.9 2.7
JPM 340,169.2 2.4
 
 
 
Holdings by Sector ($MM)
3502802101407002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 313 130.7
(b) Individuals (high net worth individuals) 122 239.8
(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 10 3.5
(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 445 374.1
By Discretionary
Discretionary 445 374.1
Non-Discretionary 0 0.0
Total 445 374.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 374.1
Total 445 374.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001767802]
Comparable Firms State AUM ($BB)
von Berge Wealth Management Group LLC
CA 0.4
Horizon Advisors LLC
TX 0.4
Triagen Wealth Management LLC
CA 0.4
Meridiana MFO LLC
FL 0.4
BNA Wealth Inc
SC 0.4
Astoria Strategic Wealth Inc
TX 0.4
ACT Advisors LLC
NC 0.4
Monte Financial Group LLC
CT 0.4
Lifeguide Financial Advisors LLC
PA 0.4
Curbstone Financial Management Corporation
NH 0.4
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