Leicht Financial Planning and Wealth Management
Firm details
- Headquarters
- Parsippany, New Jersey
- CRD number
- 171967
- Registered since
- June 30, 2014
- Website
- www.leichtwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.28%
- Individuals16.52%
- Charitable Organizations0.97%
- Pension & Profit Sharing Plans0.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Leicht Financial Planning and Wealth Management is an independent, individually owned Registered Investment Adviser that registered with the SEC in 2014. The firm focuses on serving individual and family clients and provides financial planning services and portfolio management for individuals and small businesses. Its fee model combines percentage-of-assets under management billing with fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$465M in ETFs
100%
$465M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $52.5M | 426,618 | 11.30% |
Location
Parsippany, NJ
Morris
Location
Parsippany, NJ
Headquartered in Parsippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 900 Lanidex Plz
- Time zone
- ET (UTC-5)
- Office locations
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