Owlsense Wealth & Legacy Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OwlSense Wealth & Legacy Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities by offering non‑discretionary portfolio management, pension consulting, financial planning, and selection of third‑party advisers. The firm documents each client’s goals and tolerance in an Investment Policy Statement and provides services such as retirement account setup for small business owners.
OwlSense implements advice on a non‑discretionary basis, requiring client approval for trades and conducting at least quarterly account reviews while using a mix of analysis techniques (fundamental, quantitative, technical, charting and modern portfolio theory). Investments are generally limited to mutual funds, ETFs, fixed income, REITs, private placements and insurance products, and the firm also directs clients to third‑party managers and benchmarks their performance.
Distinctive features include that all reported assets were managed on a non‑discretionary basis ($4.0 million as of December 2025), a configuration that is uncommon among similar supported firms, and that its principals are licensed insurance agents who sell annuities and receive commissions — a conflict the firm discloses and monitors. The firm is small and recently established, with a limited client base, and it uses fee‑sharing arrangements when referring clients to a named third‑party adviser (Simplicity Wealth, LLC).
Client services
Expertise
Fee options
Fixed fees for pension consulting plans and financial plans between $1,500 and $20,000
$50,000 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Insurance products commissions from licensed insurance agents; fee share from third-party advisers
Hourly financial planning fees negotiable at $300/hour
Account minimum: $50,000 Fee-only: Financial planning fixed fees between $1,500 and $20,000; hourly financial planning fees $300/hour
Main office
25129 The Old Road, Suite 300
Stevenson Ranch CA 91381
Advisors at this office
2
Most active in
California
Also doing business as
Owlsense Advisors · Owlsense Wealth & Legacy Advisors · Owlsense Wealth & Legacy Advisors LLC · Owlsense Wealth & Legacy Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Preston K
Series 65
Stevenson Ranch, CA
Owlsense Wealth & Legacy Advisors LLC
Preston Kiledjian is a financial advisor at OwlSense Wealth & Legacy Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ohnstead, Kiledjian, and Kush, as well as operating as self-employed prior to joining his current firm. Outside of advisory work, he is a Field Sales Representative at Lawson Products, Inc., a company specializing in the sales and distribution of industrial maintenance and repair supplies. OwlSense Wealth & Legacy Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing non-discretionary portfolio management, pension consulting, financial planning, and selection of third-party advisers. The firm uses a combination of fundamental, quantitative, technical, charting, and modern portfolio theory analyses and manages assets primarily through mutual funds, ETFs, fixed income, REITs, private placements, and insurance products.
Ardem K
Series 63, Series 65
Stevenson Ranch, CA
Owlsense Wealth & Legacy Advisors LLC
Ardem Kiledjian is a financial advisor at OwlSense Wealth & Legacy Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Providence Christian College for eleven years. Outside of his advisory role, he serves as the director of development for Salem Christian Homes, a nonprofit providing group homes for developmentally disabled individuals, where he focuses on fundraising and marketing. OwlSense Wealth & Legacy Advisors serves individuals, including high-net-worth clients, pension plans, charitable organizations, and business entities by providing non-discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes documented client goals and tolerance, conducts quarterly reviews, and employs a range of analysis techniques while generally investing in mutual funds, ETFs, fixed income, REITs, private placements, and insurance products.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")