LEO Wealth, LLC

Overview

LEO Wealth, LLC is an SEC-registered independent registered investment adviser, organized as a limited liability company and operating since 2016. The firm positions itself as a capital allocator serving individual and family clients, with a fee mix that includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third‑party advisers. The firm reports a range of industry affiliations beyond its RIA registration, including relationships with broker‑dealers, other investment advisers, accounting and insurance firms, and roles as sponsor/GP/managing member of pooled investment vehicles. LEO Wealth is not designated as an active ESG investor on its public profile.

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Location & Offices