# LEGACY BEYOND WEALTH LLC

LEGACY BEYOND WEALTH LLC is an SEC-registered investment adviser.

## Registration

- CRD: 328708
- Type: SEC-registered investment adviser
- SEC file number: 801-129033
- Phone: 408-464-3876
- Latest filing: 2026-03-11
- Regulatory AUM: $342.0M
- Non-discretionary AUM: $342.0M
- Clients: 1
- Accounts: 14

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Luisa Fernanda Angulo Gartner | CEO & CCO | — |
| ANGULO GARTNER LUISA FERNANDA | CEO & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328708/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328708/similar
- Related entities: https://search.stillhousedata.com/firm/328708/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328708

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.