|
⚲
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| Leo Wealth LLC
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|
|
|---|---|
| CRD # | 283891 |
| SEC # | 801-108435 |
| CIK # | |
| AUM | $1.8 BB (2023-03-17) |
| Employees | 28 (96% Investors, 57% Brokers) |
| Phone | 817-354-1090 |
| Address | 860 Airport Freeway Hurst, TX 76054 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,135 | 224.1 |
| (b) Individuals (high net worth individuals) | 446 | 1,447.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 4.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 93.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,957 | 1,768.6 |
| By Discretionary | ||
| Discretionary | 3,944 | 1,759.0 |
| Non-Discretionary | 13 | 9.6 |
| Total | 3,957 | 1,768.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 1,766.7 | |
| Total | 3,957 | 1,768.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Monograph Wealth Advisors LLC
✚
|
CA | 1.8 |
|
Phoenix Asset Management Partners Limited
✚
|
1.8 | |
|
Grandfield & Dodd LLC
✚
|
NY | 1.8 |
|
LCP Institutional LLC
✚
|
GA | 1.8 |
|
Heronbridge Investment Management LLP
✚
|
1.8 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 1.8 |
|
Redwood Investments LLC
✚
|
MA | 1.8 |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 1.8 |
|
Washington Trust Advisors Inc
✚
|
MA | 1.8 |
|
Icon Wealth Advisors LLC
✚
|
TX | 1.8 |