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LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC
CRD 288599
310 120TH AVE NE, SUITE 205, BELLEVUE, WA, 98005, United States
Phone
425-223-4520
Fax
206-666-3078
Registration
— (—)
Source
State registered
Total AUM
$21.1M
Discretionary AUM
$21.1M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $21.1M |
Official SEC filing: View on IAPD