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| Leo Wealth LLC
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|---|---|
| CRD # | 283891 |
| SEC # | 801-108435 |
| CIK # | 0000108435, 0001912202 |
| AUM | 3,205.2 M (2026-06-11) |
| Employees | 40 (78% Investors, 32% Brokers) |
| Phone | 732-903-2600 |
| Address | 379 Thornall St Edison, NJ 08837 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Affirm Holdings Inc | 42.4 | ||
| Johnson & Johnson | 41.8 | ||
| Apple Inc | 30.3 | ||
| Amazon Com Inc | 27.1 | ||
| Microsoft Corp | 15.5 | ||
| Honeywell International Inc | 12.4 | ||
| Nvidia Corp | 12.2 | ||
| GE Vernova Inc | 11.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,261 | 0.6 |
| (b) Individuals (high net worth individuals) | 453 | 2.6 |
| (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 | 5,195 | 3.2 |
| By Discretionary | ||
| Discretionary | 4,876 | 2.8 |
| Non-Discretionary | 319 | 0.4 |
| Total | 5,195 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 2.8 | |
| Total | 5,195 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912202] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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