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LEGACY BEYOND WEALTH LLC
CRD 328708 · SEC 801-129033
FL, United States
Phone
408-464-3876
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$342.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $11.5M |
| Corporations/business entities | 11 | $330.5M |
States served
FL
Official SEC filing: View on IAPD