Leonard Wealth Solutions LLC

Overview

Leonard Wealth Solutions LLC is a New Jersey-registered limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm is owned by an individual and is categorized as unclassified in the source data. Its stated fee model combines a percentage-of-assets-under-management component with fixed fees. The firm does not identify as an active ESG investor, does not serve as a capital allocator, and is not described as a multi-state adviser. FINTRX lists industry affiliations with another investment adviser and an insurance company.

Assets & Accounts

Location & Offices