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LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
CRD 281302 · SEC 801-135775
6410 ENTERPRISE LANE, SUITE 120, MADISON, WI, 53719, United States
Phone
608-286-1321
Fax
608-234-5971
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.3M
Discretionary AUM
$115.3M
Team
6 total employees; 1 advisory reps; 38 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; RETAINER FEE FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $48.1M |
| High net worth individuals | 42 | $66.6M |
| Charitable organizations | 1 | $613K |
States served
AK, CA, IL, NY, UT, WI, TX
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/LBWWEALTH/
- https://www.facebook.com/daniel.weiss.7311
- https://www.linkedin.com/in/timbickmore/
- https://www.facebook.com/nathaniel.leach1
- https://www.instagram.com/lbwwealth/
- https://www.facebook.com/gary.grosskopf.7
- https://www.instagram.com/danweiss68/
- https://x.com/lbwwealthllc
- https://www.instagram.com/tbick57/
- https://www.instagram.com/nlea373/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/LBW-WEALTH-MANAGEMENT/
- https://www.linkedin.com/in/garygrosskopf/
- https://www.linkedin.com/in/nathanielleachmadisonwi/
- https://www.linkedin.com/in/daweiss2/
- https://x.com/Bickmore57
- https://x.com/NathanielLeach3
- https://www.youtube.com/channel/UCpK-FijI6WCcjGuNODVbAZg
- https://x.com/GrosskopfGary
- https://www.facebook.com/tim.bickmore.1
- HTTPS://WWW.LBW-WEALTH.COM
Official SEC filing: View on IAPD