Legacy Beyond Wealth LLC

Legacy Beyond Wealth LLC (CRD# 328708) is a financial advisory firm headquartered in Miami, FL. They manage $140,000,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2045 Biscayne Blvd, # 442, Miami, FL 33137
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $12,727,273
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Legacy Beyond Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Luisa Angulo Gartner, financial advisor Miami Beach FL
Luisa F. Angulo Gartner
CRD#: 5726453
Miami Beach, FL

Luisa Angulo Gartner (CRD# 5726453) is an Investment Advisor Representative working at Legacy Beyond Wealth LLC in Miami Beach, FL and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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