Multi-Family OfficeRIA · CRD 330627

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OWLSENSE WEALTH & LEGACY ADVISORS

OWLSENSE WEALTH & LEGACY ADVISORS LLC is a state-registered investment adviser in STEVENSON RANCH, CA. The firm manages approximately $4 million in regulatory...

OWLSENSE WEALTH & LEGACY ADVISORS

OWLSENSE WEALTH & LEGACY ADVISORS LLC is a state-registered investment adviser in STEVENSON RANCH, CA. The firm manages approximately $4 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at OWLSENSE?

The principals and investment decision-makers at OWLSENSE are not publicly identified. In the absence of a website, LinkedIn presence, or media coverage, no named individuals—such as a CEO, CIO, or managing partner—can be attributed to the firm. This level of privacy is atypical but not unprecedented for smaller multi-family offices serving families who prioritize confidentiality.

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

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