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| Legacy Beyond Wealth LLC
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| |
|---|---|
| CRD # | 328708 |
| SEC # | 801-129033 |
| CIK # | |
| AUM | $140.0 MM (2024-05-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 408-464-3876 |
| Address | 7928 East Drive Miami Beach, FL 33141 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 137.5 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 140.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 11 | 140.0 |
| Total | 11 | 140.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.0 | |
| Total | 11 | 140.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Laughlin Financial LLC
✚
|
IN | 0.1 |
|
Griffith & Werner Inc
✚
|
GA | 0.1 |
|
Gibson Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Asset Strategies Inc
✚
|
CT | 0.1 |
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Werlinich Asset Management LLC
✚
|
CT | 0.1 |
|
Assabet Advisors LLC
✚
|
MA | 0.1 |
|
First Mason Financial LLC
✚
|
OH | 0.1 |
|
Costello Financial Planning Inc
✚
|
IL | 0.1 |
|
Elevate Capital Advisors Inc
✚
|
CO | 0.1 |