LWEALTH, LLC
Doing business as LEAP WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$305,538,403
Discretionary
$305,335,453
Non-discretionary
$202,950
Firm details
- CRD number
- 152253
- SEC file number
- 801-112978
- Main office
- DALLAS, TX, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.LEAPWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.