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Leo Wealth LLC
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CRD # | 283891 |
SEC # | 801-108435 |
CIK # | 0001912202 |
AUM | $1.5 BB (2024-03-18) |
Employees | 31 (94% Investors, 52% Brokers) |
Phone | 817-354-1090 |
Address | 860 Airport Freeway Hurst, TX 76054 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
JNJ | 465,600.2 | 73.7 | |
AFRM | 5,883.3 | 34.5 | |
AAPL | 2,382,844.0 | 30.3 | |
AMZN | 1,092,997.8 | 29.4 | |
MSFT | 1,918,222.4 | 16.1 | |
NVDA | 399,550.0 | 10.4 | |
SBAC | 33,967.2 | 8.5 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,753 | 227.8 |
(b) Individuals (high net worth individuals) | 678 | 1,177.7 |
(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 | 6.3 |
(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 | 42 | 106.7 |
(n) Other | 0 | 0.0 |
Total | 3,937 | 1,518.5 |
By Discretionary | ||
Discretionary | 3,937 | 1,518.5 |
Non-Discretionary | 0 | 0.0 |
Total | 3,937 | 1,518.5 |
By Non-United States Persons | ||
Non-United States Persons | 4.2 | |
United States Persons | 1,514.2 | |
Total | 3,937 | 1,518.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001912202] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Tradition Wealth Management LLC
✚
|
MN | 1.5 |
Clayton Financial Group LLC
✚
|
MO | 1.5 |
DT Investment Partners LLC
✚
|
PA | 1.5 |
Silveroak Wealth Management LLC
✚
|
MN | 1.5 |
Landaas & Company
✚
|
WI | 1.5 |
DHK Financial Advisors Inc
✚
|
NH | 1.5 |
Aveo Capital Partners LLC
✚
|
CO | 1.5 |
EFG Asset Management Americas Corp
✚
|
FL | 1.5 |
Barber Financial Group
✚
|
KS | 1.5 |
Bitterroot Capital Advisors LLC
✚
|
MT | 1.5 |