Owlsense Wealth & Legacy Advisors LLC logo

Owlsense Wealth & Legacy Advisors LLC

Updated today

Client assets under management

$4,000,000

Clients

9

22% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$444,444

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities Real estate investing Wealth management

Fee options

Fixed

Fixed fees for pension consulting plans and financial plans between $1,500 and $20,000

Percentage

$50,000 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%

Commissions

Insurance products commissions from licensed insurance agents; fee share from third-party advisers

Project-based

Hourly financial planning fees negotiable at $300/hour

Other

Account minimum: $50,000 Fee-only: Financial planning fixed fees between $1,500 and $20,000; hourly financial planning fees $300/hour

Main office location

Owlsense Wealth & Legacy Advisors LLC

25129 The Old Road, Suite 300

Stevenson Ranch CA 91381, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Annuities Real estate investing Wealth management
user avatar

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.

Annuities Real estate investing Wealth management
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