OWLSENSE WEALTH & LEGACY ADVISORS LLC

Overview

Owlsense Wealth & Legacy Advisors LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm operates as a limited liability company owned by an individual and positions itself as a capital allocator—providing financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee model is flexible, combining a percentage-of-assets-under-management approach with hourly and fixed-fee engagements. Investment activity emphasizes liquid, managed public investments alongside allocations to third‑party alternative managers. The firm does not report active ESG investing and is not registered as a multi‑state adviser. The practice appears to be advisory-oriented rather than custody/recordkeeping driven, with the vast majority of client relationships run on a non‑discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices