Leo Wealth Management LLC

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Assets, Funds, Holdings

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Leo Wealth Management LLC
CRD #337537
SEC #801-134141
CIK #0001912202
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone201-951-6828
Address1110 South Avenue
Staten Island, NY 10314
Source [IAPD] [EDGAR] [Website]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Sector Form 13F Holdings Value ($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
 
 
Holdings by Sector ($M)
1300104078052026002022202320242026
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001912202]
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