Legacy Beyond Wealth LLC

Overview

Legacy Beyond Wealth LLC is a fee-based advisory firm that provides portfolio management for high-net-worth individuals, families and institutional clients. The firm is SEC-registered (2023) and organized as an LLC with an owner-type listed as an individual. Its stated activities center on discretionary and non-discretionary portfolio management for individuals/small businesses and for business or institutional clients, with fee collection based on a percentage of assets under management. Investment activity is concentrated around public pooled vehicles as the core building block of client portfolios, but the firm also allocates to private-market strategies. Legacy Beyond Wealth is not identified as an active ESG investor. Client relationships appear to be concentrated and tailored, with the adviser operating primarily in a consultative, account-level capacity rather than as a large-scale capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices