|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Leo Wealth LLC
✚
|
|
|---|---|
| CRD # | 283891 |
| SEC # | 801-108435 |
| CIK # | 0001912202 |
| AUM | $2.7 B (2025-07-24) |
| Employees | 43 (74% Investors, 35% Brokers) |
| Phone | 817-354-1090 |
| Address | 860 Airport Freeway Hurst, TX 76054 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001912202 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Affirm Holdings Inc | 69.0 | ||
| Johnson & Johnson | 58.5 | ||
| Amazon Com Inc | 29.4 | ||
| Apple Inc | 27.4 | ||
| Microsoft Corp | 20.2 | ||
| Nvidia Corp | 11.6 | ||
| Honeywell International Inc | 10.1 | ||
| BlackRock Inc | 9.3 | ||
| SBA Communications Corp | 8.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,123 | 0.4 |
| (b) Individuals (high net worth individuals) | 410 | 2.2 |
| (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 | 4,566 | 2.7 |
| By Discretionary | ||
| Discretionary | 4,316 | 2.3 |
| Non-Discretionary | 250 | 0.4 |
| Total | 4,566 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 2.3 | |
| Total | 4,566 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912202] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chilton Capital Management LLC
✚
|
TX | 2.7 |
|
Brick Capital Management Inc
✚
|
MI | 2.7 |
|
Thompson Investment Management Inc
✚
|
WI | 2.7 |
|
Principle Wealth Partners LLC
✚
|
CT | 2.7 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.7 |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2.7 |
|
Girard Advisory Services LLC
✚
|
PA | 2.7 |
|
Kellogg Asset Management LLC
✚
|
WI | 2.7 |
|
Argos Capital Partners LLC
✚
|
MO | 2.6 |
|
American Capital Management Inc
✚
|
NY | 2.6 |