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| Keyboard |
| Leicht Financial Planning and Wealth Management Inc
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|---|---|
| CRD # | 171967 |
| SEC # | 801-79965 |
| CIK # | 0001710666 |
| AUM | 237.4 M (2026-03-31) |
| Employees | 5 (20% Investors, 40% Brokers) |
| Phone | 973-599-0400 |
| Address | 900 Lanidex Plaza Suite 110 Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 10.7 | ||
| Apple Inc | 2.0 | ||
| Summit Wireless Technologies Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 39.2 |
| (b) Individuals (high net worth individuals) | 85 | 195.3 |
| (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 | 0.5 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 197 | 237.4 |
| By Discretionary | ||
| Discretionary | 197 | 237.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197 | 237.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.4 | |
| Total | 197 | 237.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001710666] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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