LEO WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,205,181,999
Discretionary
$2,784,475,014
Non-discretionary
$420,706,985
Firm details
- CRD number
- 283891
- SEC file number
- 801-108435
- Main office
- EDISON, NJ, United States
- Employees
- 40
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.