LEADING EDGE WEALTH MANAGEMENT, LLC

Overview

Leading Edge Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves a mix of individual, family and small institutional clients and combines financial planning, portfolio management and insurance brokerage into its client offering. Fee arrangements include a percentage-of-AUM model along with hourly and fixed-fee engagements, and the firm regularly runs educational seminars and workshops as part of its client outreach. Investmently, the firm shows a clear preference for equity exposure, using exchange-traded equities as the backbone of client portfolios. Management authority is primarily discretionary, and the firm supplements public market allocations with third-party alternative strategies — notably private equity and hedge funds — to pursue diversification and return enhancement. Leading Edge does not position itself as a capital allocator (it relies on external fund managers for alternatives) and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices