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| Keyboard |
| Leo Wealth Management LLC
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|---|---|
| CRD # | 337537 |
| SEC # | 801-134141 |
| CIK # | 0001912202 |
| AUM | 33.0 M (2026-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 201-951-6828 |
| Address | 1110 South Avenue Staten Island, NY 10314 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 17.3 |
| (b) Individuals (high net worth individuals) | 10 | 15.6 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 135 | 33.0 |
| By Discretionary | ||
| Discretionary | 135 | 33.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 135 | 33.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.0 | |
| Total | 135 | 33.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912202] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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