CRD: 330627
Owlsense Wealth & Legacy Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest summitRadial
- Established Date
- 07-26-2024
- Office Locations
- 1
Office Locations
About Owlsense Wealth & Legacy Advisors LLC
OwlSense Wealth & Legacy Advisors provides holistic financial planning, investment advisory, and insurance solutions for individuals and couples focused on building, preserving, and transferring wealth. Portfolios are designed around risk tolerance with customized investment and tax strategies for accumulation, income distribution, and end-of-life planning. The firm uses a proprietary VaR-based risk scoring questionnaire and AssetLock monitoring, with client access via Orion and Charles Schwab.
Team overview
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Investment Themes
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Platform
Services
Technology
Owner & Executives
ARDEM MICHAEL KILEDJIAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2733074
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Preston Jacob Kiledjian
--
- CRD
- #7913565
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $934,880,828 | 26.1% |
| Equity - Exchange | $737,875,290 | 20.6% |
| Municipal Bonds | $386,847,239 | 10.8% |
| Cash | $612,508,129 | 17.1% |
| Corporate - Investment Grade | $909,807,396 | 25.4% |
| Total | $3,581,918,882 | 100.0% |