Leach, Bickmore & Weiss Wealth Management, LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 281302
- Registered since
- April 6, 2026
- Website
- www.lbw-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI57.72%
- Individuals41.74%
- Charitable Organizations0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Leach, Bickmore & Weiss Wealth Management, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm serves both individual & family clients and institutional clients, and combines portfolio management and financial planning with advisory programming such as educational seminars and workshops. It also operates as an insurance broker, and its fee arrangements include a percentage of assets under management, hourly fees and other fee types. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Filings note that the firm has roles as a sponsor, general partner and managing member of pooled investment vehicles, indicating some direct involvement with private pooled structures alongside its advisory work.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities20%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 5
Ben Rozin
Investment ConsultingCRD 6736477
Daniel Weiss
Co-Founder, Director of Client RelationsCRD 5826411
Nathaniel Leach
Co-Founder & Portfolio ManagerCRD 6130228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 6410 Enterprise Ln
- Time zone
- CT (UTC-6)
- Office locations
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