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|
| Keyboard |
| Leo H Evart Inc
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|
|---|---|
| CRD # | 110263 |
| SEC # | 801-42861 |
| CIK # | 0001920405 |
| AUM | 269.9 M (2026-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-802-0342 |
| Address | 3 Lagoon Drive Redwood City, CA 94065 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Oracle Corp | 2.1 | ||
| SPDR Gold Trust | 1.2 | ||
| Tesla Motors Inc | 0.8 | ||
| Chevron Corp | 0.6 | ||
| Amazon Com Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 97.3 |
| (b) Individuals (high net worth individuals) | 67 | 134.4 |
| (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 | 5 | 26.1 |
| (h) Charitable organizations | 0 | 12.1 |
| (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 | 732 | 269.9 |
| By Discretionary | ||
| Discretionary | 732 | 269.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 732 | 269.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.9 | |
| Total | 732 | 269.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001920405] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Pan Global Advisers LLC
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Hawke Financial Group LLC
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|
Spectrum Wealth Management LLC
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|
Mader & Shannon Wealth Management Inc
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|
Hardy & Hardy Co LLC
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|
Fortress Wealth Management Inc
✚
|
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