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LEGACY BEYOND WEALTH LLC

· CRD 328708 · IAPD ↗ · 408-464-3876

$342.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
December 2025 — LEGACY BEYOND WEALTH LLC reported RAUM up 70% ($200.0M -> $340.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — LEGACY BEYOND WEALTH LLC reported RAUM up 43% ($140.0M -> $200.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — LEGACY BEYOND WEALTH LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.