LEO WEALTH, LLC
Firm details
- Headquarters
- HURST, Texas
- 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
FINTRXOverview
LEO Wealth, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in operation since 2016. The firm positions itself as a capital allocator and advisory provider to individuals and families, offering financial planning and portfolio management for individual clients, small businesses and institutional/business accounts. Services include selection of other advisers alongside discretionary and non-discretionary portfolio management. Fee arrangements are flexible and include percentage-of-AUM billing plus hourly, fixed-fee and other engagement models. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents10%
- Private Funds1%
Owners & executives
3 of 6ERIC KATZ
Chief Strategy OfficerCRD 4024339
MATTHEW ALLAIN
Chief Executive OfficerCRD 3267821
JON RUSTIN
Chief Financial OfficerCRD 6445364
Contacts
3 of 24Suryaveer Singh
Investment AssociateCRD 8049269
Jeremy Knight
Financial AdvisorCRD 6837195
Thye Soon Foo
Investment DirectorCRD 7818103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 253Active vs passive
$993M in ETFs
73%
$725M
17%
$268M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF (ESGV) | Vanguard | Passive | Large Blend | $77.8M | 692,530 | 7.83% |
Location
HURST, TX
TARRANT
Location
HURST, TX
Headquartered in HURST, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 860 Airport Fwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
LEO WEALTH AMERICAS, LLC
RIAHURST, TX
TRUST ASSET MANAGEMENT LLC
RIAHOUSTON, TX
GREENBELT CAPITAL PARTNERS
RIAAUSTIN, TX
KA FUND ADVISORS, LLC
RIAHOUSTON, TX
CHILTON CAPITAL MANAGEMENT LLC
RIAHOUSTON, TX
RIDGEWOOD ENERGY CORPORATION
RIAHOUSTON, TX