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, owner-operated registered investment adviser that has been SEC-registered since 2014. The firm focuses on individuals and families and provides comprehensive financial planning plus portfolio management for individual clients and small-business owners. Its billing mixes AUM-based fees with fixed-fee arrangements. The adviser does not position itself as an ESG or pension specialist and is organized as a corporation under individual ownership.
Assets & Accounts
Public Holdings
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1ANDREW LEICHT
Founder and Wealth AdvisorCRD 2910209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$429M in ETFs
100%
$429M
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 | $49.4M | 504,886 | 11.51% |
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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