LEGACY BEYOND WEALTH LLC

LEGACY BEYOND WEALTH LLC is an SEC-registered investment adviser (CRD 328708). Regulatory assets under management: $342.0M.

Registration

• CRD: 328708
• SEC file number: 801-129033
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328708 on SEC IAPD (source of record)
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