LEGACY BEYOND WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$342,000,000
Discretionary
$0
Non-discretionary
$342,000,000
Firm details
- CRD number
- 328708
- SEC file number
- 801-129033
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.