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LEVERAGE FINANCIAL ADVISORY
LEVERAGE FINANCIAL ADVISORY, LLC
CRD 299507
10 MIDDLESEX AVENUE, UNIT 1, WILMINGTON, MA, 01887, United States
Phone
617-356-1852
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.3M
Discretionary AUM
$17.3M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $8.1M |
| High net worth individuals | 5 | $9.2M |
All web addresses on file
- https://leverageadvisory.com
- https://www.instagram.com/leverageadvisory
- https://twitter.com/leveragemoney
- https://www.facebook.com/leverageadvisory
- https://www.tiktok.com/@leverageadvisory
- https://www.youtube.com/@leveragelive
- https://leveragecharts.com
- https://www.facebook.com/profile.php?id=918355
- https://twitter.com/brianbond
- https://www.linkedin.com/in/bmbond
- https://www.instagram.com/brianbond
- https://www.linkedin.com/company/leverageadvisory
- http://www.youtube.com/@leverageadvisory
Official SEC filing: View on IAPD