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CEO & CCO · Legacy Beyond Wealth LLC

Luisa F. Angulo Gartner

CRD 5726453 · Named on Form ADV at one SEC-registered adviser

At a glance

Legacy Beyond Wealth LLC, an SEC-registered asset manager with $342 million in regulatory assets, lists Luisa F. Angulo Gartner on its Form ADV as CEO & CCO, a control person.

Firms and roles

AtlasMembers

Luisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.