Updated:Jul 6, 2026

Legacy Beyond Wealth

Legacy Beyond Wealth LLC is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages approximately $342 million in regulatory...

Legacy Beyond Wealth

Legacy Beyond Wealth LLC is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages approximately $342 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

What is Legacy Beyond Wealth?

Legacy Beyond Wealth is a ria based in United States.

Where is Legacy Beyond Wealth headquartered?

Legacy Beyond Wealth is headquartered in United States, in the North America region.

What does Altss track for Legacy Beyond Wealth?

Altss maintains an OSINT-verified profile of Legacy Beyond Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Legacy Beyond Wealth?

Legacy Beyond Wealth is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Legacy Beyond Wealth?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Legacy Beyond Wealth's Altss profile last updated?

Legacy Beyond Wealth's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.