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LEO WEALTH MANAGEMENT, LLC
CRD 337537 · SEC 801-134141
1110 SOUTH AVENUE, EXECUTIVE SUITES, STATEN ISLAND, NY, 10314, United States
Phone
201-951-6828
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$33.0M
Discretionary AUM
$33.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $17.3M |
| High net worth individuals | 10 | $15.6M |
| Corporations/business entities | 1 | $135K |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD