Legacy Beyond Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 328708
- Registered since
- November 8, 2023
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses96.64%
- HNWI3.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Legacy Beyond Wealth LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2023. Ownership is individual and the firm charges clients based on a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional or business clients. The firm’s advisory scope is portfolio management for individuals/small businesses and for businesses or institutions. Legacy Beyond Wealth is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Cash & Cash Equivalents7%
- Exchange Traded Equities4%
- Private Funds4%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Luisa Angulo Gartner
CEO & CCOCRD 5726453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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