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Legacy Beyond Wealth LLC

● SEC registered since 2023CRD 328708SEC# 801-129033
Export (members)
Reg. AUM
$140M
Employees
1
Accounts
11
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 $140 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Legacy Beyond Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Luisa Fernanda Angulo Gartner ControlCeo & CcoOver 75%2023

Frequently asked questions

How much does Legacy Beyond Wealth LLC manage?

Legacy Beyond Wealth LLC reports $140 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

Phone408-464-3876
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$140M
Total (RAUM)$140M