Legacy Beyond Wealth LLC
Legacy Beyond Wealth LLC is an SEC-registered ria with $342.0M assets under management (AUM, regulatory AUM), +71% over one year. See who owns Legacy Beyond Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328708, SEC 801-129033, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $342.0M (2026-03-11)
- Firm type
- Ria
- Employees
- 1
- Clients
- 14
- CRD
- 328708
- Ownership
- ANGULO GARTNER, LUISA, FERNANDA
How much AUM does Legacy Beyond Wealth LLC have?
Legacy Beyond Wealth LLC reported $342.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Legacy Beyond Wealth LLC?
Disclosed owners and executives of Legacy Beyond Wealth LLC include ANGULO GARTNER, LUISA, FERNANDA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.