ACADIA LEGACY GROUP, LLC
Legal name: ACADIA LEGACY GROUP
CRD #291481 SEC #801-123713 CLIVE, IA 515-212-2112
SEC Registered
Total AUM
$116.6M
Discretionary
$116.6M
Employees
4
Clients
26
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $116.6M | $116.6M | $0 | 4 | 0 |
| Feb 2025 | $116.6M | $116.6M | $0 | 4 | 0 |
| Mar 2024 | $110.4M | $110.4M | $0 | 4 | 0 |
| Sep 2023 | $104.6M | $104.6M | $0 | 3 | 0 |
| May 2023 | $104.6M | $104.6M | $0 | 3 | 0 |
| Feb 2023 | $104.6M | $104.6M | $0 | 3 | 0 |
| May 2022 | $113M | $113M | $0 | 3 | 0 |
| Mar 2022 | $113M | $113M | $0 | 3 | 0 |
| Mar 2022 | $113M | $113M | $0 | 3 | 0 |
DateOct 2025
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients0