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THOMAS LEO ADVISORY, LLC
CRD 159271 · SEC 801-112656
4406 BEARD AVE S, MINNEAPOLIS, MN, 55410, United States
Phone
612-208-1641
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.7M
Discretionary AUM
$191.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $21.7M |
| High net worth individuals | 53 | $141.8M |
| Charitable organizations | 1 | $29.1M |
States served
CA, CO, MN, TX
All web addresses on file
Official SEC filing: View on IAPD