Legacy Beyond Wealth LLC
● SEC registered since 2023CRD 328708SEC# 801-129033
Reg. AUM
$342M
Employees
1
Accounts
14
Location
—
Legacy Beyond Wealth LLC assets under management
Legacy Beyond Wealth LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $342 million in regulatory assets under management and employs 1 people.
Legacy Beyond Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Luisa Fernanda Angulo Gartner Control | Ceo & Cco | Over 75% | 2023 |
Frequently asked questions
How much does Legacy Beyond Wealth LLC manage?
Legacy Beyond Wealth LLC reports $342 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Beyond Wealth LLC have?
Legacy Beyond Wealth LLC reports 1 employees.
Does Legacy Beyond Wealth LLC disclose fund performance?
Legacy Beyond Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 408-464-3876 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$342M▲ 144%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$342Mregulatory AUM
Discretionary $0Non-discretionary $342M