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LEPPLA CAPITAL MANAGEMENT LLC

CRD 156328

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$47.3M

Discretionary AUM

$47.3M

Team

5 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals2$500K
High net worth individuals6$13.0M
Corporations/business entities7$33.8M

All web addresses on file

Official SEC filing: View on IAPD