Leverage Planners Wealth Management, LLC

Overview

Leverage Planners Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers both financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting other advisers, publishing periodicals or newsletters, and running educational seminars and workshops. Fee arrangements combine a percentage of assets under management with hourly charges. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. It maintains an industry relationship with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices