OWLSENSE WEALTH & LEGACY ADVISORS LLC

OWLSENSE WEALTH & LEGACY ADVISORS LLC of STEVENSON RANCH, CA is an SEC-registered investment adviser (CRD 330627). Regulatory assets under management: $4.0M.

Registration

• CRD: 330627
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330627 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search