LEO WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$37,340,207
Discretionary
$37,340,207
Non-discretionary
$0
Firm details
- CRD number
- 337537
- SEC file number
- 801-134141
- Main office
- STATEN ISLAND, NY, United States
- Employees
- 1
- SEC status
- Approved
- Website
- https://leowealthmgmt.com/
- Fee structure
-
Percentage of AUM
As of October 2026.