Newleaf Wealth Management, LLC

RIAState Registered
Total AUM
$39.7M
Discretionary
$39.7M
100% of AUM
Avg account
$828K
Accounts
48
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
169136
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75%
  • Charitable Organizations25%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Newleaf Wealth Management, LLC is a small California-based investment advisory firm organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering portfolio management for individuals and small businesses alongside pension consulting services. Its fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements. Newleaf does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 2%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • David Gold

    David Gold

    FounderCRD 1409107

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth