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| Keyboard |
| Leo Wealth Americas LLC
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|---|---|
| CRD # | 338799 |
| SEC # | 801-135043 |
| CIK # | |
| AUM | 512.3 M (2026-06-03) |
| Employees | 21 (100% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 817-354-1090 |
| Address | 860 Airport Freeway Hurst, TX 76054 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 643 | 11.9 |
| (b) Individuals (high net worth individuals) | 341 | 500.4 |
| (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 | 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 | 1,332 | 512.3 |
| By Discretionary | ||
| Discretionary | 1,332 | 512.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,332 | 512.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 41.0 | |
| United States Persons | 471.3 | |
| Total | 1,332 | 512.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Uhler Vertich White Advisors LLC
✚
|
FL | 513.7 M |
|
Serenity Investment Advisors LLC
✚
|
IL | 513.6 M |
|
Allocator Solutions LLC
✚
|
MO | 513.5 M |
|
Elevatus Wealth Management LLC
✚
|
NY | 513.4 M |
|
Dew Point Capital Inc
✚
|
CA | 513.2 M |
|
GGM Financial LLC
✚
|
OH | 513.0 M |
|
Wakefield Wealth Management LLLP
✚
|
CO | 512.9 M |
|
Edge Financial Advisors LLC
✚
|
IL | 512.5 M |
|
St James Investment Advisors LLC
✚
|
NY | 511.5 M |
|
Florek Financial LLC
✚
|
MA | 511.0 M |