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 operating as a limited liability company. The firm is SEC-registered (2026) and owned by domestic individuals. Its client base spans high-net-worth individuals and families as well as institutional clients. Services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also operates as an insurance broker. Fee arrangements include a percentage-of-AUM component, hourly charges and other fee types. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 5BEN 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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