← Back to searchVisit website
LEAFHOUSE FINANCIAL ADVISORS, LLC
CRD 149694 · SEC 801-78809
6300 BRIDGEPOINT PARKWAY, BUILDING 1, SUITE 300, AUSTIN, TX, 78730, United States
Phone
(512) 879-1505
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$24.09B
Discretionary AUM
$21.16B
Team
30 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $7.4M |
| High net worth individuals | 2 | $6.3M |
| Pooled investment vehicles | 70 | $523.3M |
| Pension/profit sharing plans | 4045 | $20.21B |
| State/municipal entities | 29 | $3.35B |
States served
AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD