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LEGACY BEYOND WEALTH LLC
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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$200M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 200.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 328708 |
| SEC Number | 801-129033 |
| Phone | 408-464-3876 |
| Total Employees | 1 |
Client Count by Type (14 Total)
| Category | Value |
|---|---|
| Corporations/Businesses | 12 |
| High Net Worth Individual… | 2 |
County data not available for this organization.