# Legacy Beyond Wealth

Legacy Beyond Wealth is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 328708
- **SEC file number:** 801-129033
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328708

## About

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.

## Related profiles

- [Navwell Advisors](https://altss.com/profile/navwell-advisors)

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Last updated: 2026-07-06T01:24:20.164Z

Canonical page: https://altss.com/profile/legacy-beyond-wealth-llc

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