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| Keyboard |
| LeafHouse Financial Advisors LLC
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|---|---|
| CRD # | 149694 |
| SEC # | 801-78809 |
| CIK # | |
| AUM | 24.09 B (2026-06-01) |
| Employees | 30 (27% Investors, 0% Brokers) |
| Phone | 512-879-1505 |
| Address | 6300 Bridgepoint Parkway Austin, TX 78730 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 70 | 0.5 |
| (g) Pension and profit sharing plans | 4,045 | 20.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 29 | 3.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,247 | 24.1 |
| By Discretionary | ||
| Discretionary | 3,707 | 21.2 |
| Non-Discretionary | 540 | 2.9 |
| Total | 4,247 | 24.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.1 | |
| Total | 4,247 | 24.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
Wellth Advisory Services LLC
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26.68 B | |
|
LPL Enterprise LLC
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SC | 24.94 B |
|
United Capital Financial Advisors LLC
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TX | 24.65 B |
|
Matson Money Inc
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OH | 24.33 B |
|
Merit Financial Group LLC
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|
Capital Advisors Group Inc
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|
Baring International Investment Ltd
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22.57 B | |
|
Signature Estate & Investment Advisors LLC
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CA | 22.54 B |
|
Highland Consulting Associates Inc
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|
OH | 21.93 B |
|
Goldman Sachs Asset Management Hong Kong Limited
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|
21.19 B |