← Back to searchVisit website
OWLSENSE WEALTH & LEGACY ADVISORS LLC
CRD 330627
25129 THE OLD ROAD, SUITE 300, STEVENSON RANCH, CA, 91381, United States
Phone
(661) 278-0585
Fax
(661) 278-0590
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.0M |
| High net worth individuals | 2 | $3.0M |
All web addresses on file
- https://www.Owlsensecapital.com
- https://www.Owlsensewealthlegacyadvisors.com
- https://www.Owlsensefinancial.com
- https://www.Owlsensefinancialadvisors.com
- https://www.facebook.com/OwlSenseWealth
- https://www.x.com/OwlSenseWealth
- https://www.Owlsense-capital.com
- https://owlsense.com/
- https://www.owlsensewealthmanagement.com
- https://www.OwlsenseAdvisors.com
- https://www.Owlsense-advisors.com
- https://www.Owlsense-insurance.com
- https://www.Owlsenseinsurance.com
Official SEC filing: View on IAPD