{
  "crd_number": 330627,
  "slug": "owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627",
  "primary_business_name": "OWLSENSE WEALTH & LEGACY ADVISORS LLC",
  "legal_name": "OWLSENSE WEALTH & LEGACY ADVISORS LLC",
  "dbas": [],
  "city": "Stevenson Ranch",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-07-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-01-13",
  "carried_forward": false,
  "raum_total": 4000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 4000000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1000000.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 3000000.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/OwlSenseWealth",
    "https://owlsense-advisors.com",
    "https://owlsense-capital.com",
    "https://owlsense-insurance.com",
    "https://owlsense.com",
    "https://owlsenseadvisors.com",
    "https://owlsensecapital.com",
    "https://owlsensefinancial.com",
    "https://owlsensefinancialadvisors.com",
    "https://owlsenseinsurance.com",
    "https://owlsensewealthlegacyadvisors.com",
    "https://owlsensewealthmanagement.com",
    "https://x.com/OwlSenseWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330627",
  "city_as_filed": "STEVENSON RANCH",
  "url": "https://advisorcensus.com/firm/owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627",
  "display_name": "Owlsense Wealth & Legacy Advisors LLC",
  "summary": "Owlsense Wealth & Legacy Advisors LLC is a state-registered investment advisory firm in Stevenson Ranch, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.",
  "citation": "AdvisorCensus. Owlsense Wealth & Legacy Advisors LLC (CRD 330627): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Owlsense Wealth & Legacy Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Owlsense Wealth & Legacy Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Owlsense Wealth & Legacy Advisors LLC located?",
      "a": "Owlsense Wealth & Legacy Advisors LLC's principal office is in Stevenson Ranch, CA, according to its Form ADV."
    },
    {
      "q": "Is Owlsense Wealth & Legacy Advisors LLC registered with the SEC or a state?",
      "a": "Owlsense Wealth & Legacy Advisors LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330627."
    },
    {
      "q": "How much does Owlsense Wealth & Legacy Advisors LLC manage?",
      "a": "Owlsense Wealth & Legacy Advisors LLC reports $4,000,000 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Owlsense Wealth & Legacy Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2)."
    },
    {
      "q": "Does Owlsense Wealth & Legacy Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330627"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": false,
      "raum": 3000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330627",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}