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LEO WEALTH, LLC

CRD 283891 · SEC 801-108435

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379 THORNALL ST., FLOOR 9, SUITE 9, EDISON, NJ, 08837, United States

Phone

732-903-2600

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.21B

Discretionary AUM

$2.78B

Team

40 total employees; 31 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING FEES

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals1261$564.5M
High net worth individuals453$2.64B

States served

AZ, CA, CO, GA, IN, IA, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OK, PA, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD