Leo Wealth, LLC

RIASEC Registered

Total AUM

$3.2B

Discretionary

$2.8B

87% of AUM

Avg account

$617K

Accounts

5,195

Employees

Advisory reps

Firm details

Headquarters: Edison, New Jersey
CRD number: 283891
Registered since: September 26, 2016
Website: leowealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI82.39%
Individuals17.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

LEO Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm identifies itself as a capital allocator serving individual and family clients and offers a mix of fee arrangements including asset-based fees, hourly billing, fixed fees and other structures. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third-party advisers. Industry relationships extend to broker-dealers, other investment advisers, accounting and insurance firms, and the firm also acts as sponsor, general partner or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.