Leathe & Associates LLC

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Assets, Funds, Holdings

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Leathe & Associates LLC
CRD #133651
SEC #801-131445
CIK #
AUM $122.8 M (2024-10-09)
Employees 1 (100% Investors, 0% Brokers)
Phone207-703-2247
Address16 Brixham Road
Eliot, ME 03903
Source [IAPD] [Website]
Total AUM ($M)
13010478522602009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 4 0.9
(b) Individuals (high net worth individuals) 47 121.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 133 122.8
By Discretionary
Discretionary 133 122.8
Non-Discretionary 0 0.0
Total 133 122.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 122.8
Total 133 122.8
Comparable Firms State AUM ($B)
Mercurio & Associates Inc
KY 0.1
Winnow Wealth LLC
TX 0.1
Abbington Investment Group LLC
CT 0.1
Blacktower Financial Management US LLC
FL 0.1
Aria Wealth Management Inc
CA 0.1
FR Financial Advisors LLC
FL 0.1
PCB Capital LLC
NJ 0.1
Clarity Investments Planning LLC
NY 0.1
Landmark Wealth Advisors LLC
UT 0.1
Broadview Wealth Management LLC
0.1
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