Leo Wealth LLC

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Assets, Funds, Holdings

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Leo Wealth LLC
CRD #283891
SEC #801-108435
CIK #0001912202
AUM $1.5 BB (2024-03-18)
Employees 31 (94% Investors, 52% Brokers)
Phone817-354-1090
Address860 Airport Freeway
Hurst, TX 76054
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
18001440108072036002009201420192025
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 ($MM)
100080060040020002023202320242025
AUM Breakdown Accounts AUM ($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
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
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