LEAP WEALTH MANAGEMENT

RIASEC RegisteredEst. 2018

Total AUM

$306M

Discretionary

$305M

100% of AUM

Avg account

$257K

Accounts

1,190

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 152253
Registered since: April 26, 2018
Website: www.leapwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI81.09%
Individuals18.91%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Leap Wealth Management is an independent, SEC-registered RIA organized as an LLC and founded in 2018. The firm serves individual and family clients and acts as a capital allocator, selecting and directing outside managers alongside providing in-house planning and portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are mixed: percentage-of-AUM billing is available alongside hourly, fixed-fee engagements and commission-based arrangements. Leap does not identify as an active ESG investor and is not registered as a multi-state adviser.