A complete list of active advisors currently associated with Owlsense Wealth & Legacy Advisors LLC

Warmer can help you find a great advisor at Owlsense Wealth & Legacy Advisors LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Owlsense Wealth & Legacy Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.