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, SEC-registered RIA formed in 2014 and organized as a corporation with individual ownership. The firm focuses on advisory services for individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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%
Contacts
1 of 1
Andrew Leicht
Founder and Wealth AdvisorCRD 2910209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$470M in ETFs
100%
$470M
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 | $51.1M | 429,682 | 10.88% |
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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