# Owlsense Wealth & Legacy Advisors LLC

> 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.

- CRD: 330627
- Filed as: OWLSENSE WEALTH & LEGACY ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stevenson Ranch, CA
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330627
- AdvisorCensus page: https://advisorcensus.com/firm/owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627

## Quick answers

**How is Owlsense Wealth & Legacy Advisors LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Owlsense Wealth & Legacy Advisors LLC located?**
Owlsense Wealth & Legacy Advisors LLC's principal office is in Stevenson Ranch, CA, according to its Form ADV.

**Is Owlsense Wealth & Legacy Advisors LLC registered with the SEC or a state?**
Owlsense Wealth & Legacy Advisors LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330627.

**How much does Owlsense Wealth & Legacy Advisors LLC manage?**
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).

**What types of clients does Owlsense Wealth & Legacy Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2).

**Does Owlsense Wealth & Legacy Advisors LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,000,000
- Discretionary: $0
- Non-discretionary: $4,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,000,000 |
| High net worth individuals | 2 | $3,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- owlsense-advisors.com
- owlsense-capital.com
- owlsense-insurance.com
- owlsense.com
- owlsenseadvisors.com
- owlsensecapital.com
- owlsensefinancial.com
- owlsensefinancialadvisors.com
- owlsenseinsurance.com
- owlsensewealthlegacyadvisors.com
- owlsensewealthmanagement.com
- Facebook @OwlSenseWealth
- X @OwlSenseWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Owlsense Wealth & Legacy Advisors LLC (CRD 330627): Form ADV filing data as of October 2026.