LEGACY BEYOND WEALTH LLC
· CRD 328708
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$342.0m
- Main clients (by assets)Companies 97%, High net worth individuals 3%
- Form ADV · 2026-03-11SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)1 · 1 in investment roles