Newleaf Wealth Management, LLC
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
FINTRXOverview
Newleaf Wealth Management, LLC is a small independent advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, and it lists portfolio management for individuals/small businesses and pension consulting among its advisory activities. Its compensation model is mixed: percentage-of-AUM fees alongside hourly charges and flat fees. Newleaf does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. SEC registration year is not listed in the available data.
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 Equities70%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Gold
FounderCRD 1409107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations