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LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT

LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

CRD 171967 · SEC 801-79965

Visit website

900 LANIDEX PLAZA - SUITE 110, PARSIPPANY, NJ, 07054, United States

Phone

973-599-0400

Fax

973-599-0401

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$237.4M

Discretionary AUM

$237.4M

Team

5 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals109$39.2M
High net worth individuals85$195.3M

States served

IL, NJ, NY, PA, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD