LEONARD WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$6.7M

Discretionary

$6.7M

100% of AUM

Avg account

$143K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lincolnton, North Carolina
CRD number: 311277
Website: www.leonardwealth.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals61.73%
HNWI38.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Leonard Wealth Management, LLC is an independent, individually owned Registered Investment Adviser that serves individuals and families. The firm bills clients using a mix of AUM-based and fixed fees and lists core advisory services on its ADV, including financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not identified as an active ESG investor and appears to operate outside a multistate advisory footprint. Leonard Wealth Management also notes an industry affiliation with an insurance company and describes itself as a capital allocator on filing records.