# OWLSENSE WEALTH & LEGACY ADVISORS LLC

OWLSENSE WEALTH & LEGACY ADVISORS LLC of STEVENSON RANCH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 330627
- Type: SEC-registered investment adviser
- Location: 25129 THE OLD ROAD, STEVENSON RANCH, CA, 91381
- Phone: (661) 278-0585
- Latest filing: 2026-01-13
- Regulatory AUM: $4.0M
- Non-discretionary AUM: $4.0M
- Clients: 4
- Accounts: 9

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330627/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330627/similar
- Related entities: https://search.stillhousedata.com/firm/330627/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330627

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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.