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LEAP WEALTH MANAGEMENT
Legal name: LWEALTH, LLC
CRD 152253File 801-112978
APPROVED
Retail clients
Filing as of Apr 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$305.5M
Below cohort median (national)
Discretionary AUM
$305.3M
Non-discretionary $203K
Clients
363
1,190 accounts
Employees
5
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 26, 2018
- Principal office
- 6301 GASTON AVE, SUITE 205, DALLAS, TX, 75214
- Phone
- 214-420-7441
- Website
- HTTP://WWW.LEAPWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $305.5M
- Discretionary AUM
- $305.3M
- Non-discretionary AUM
- $203K
- Discretionary accounts
- 1,189
- Non-discretionary accounts
- 1
- Total accounts
- 1,190
- AUM per client
- $842K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 128 | $247.8M |
| Individuals (other than high net worth individuals) | 235 | $57.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 342 | 363 | increased by21 |
| Mar 1, 2026 | AUM | $272,456,881 | $305,538,403 | increased by$33,081,522 |
| Mar 1, 2026 | Accounts | 1,146 | 1,190 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 341 | 342 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $228,072,938 | $272,456,881 | increased by$44,383,943 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,072 | 1,146 | increased by74 |
| Apr 1, 2022 | Clients | 445 | 341 | decreased by104 |
| Apr 1, 2022 | AUM | $174,536,227 | $228,072,938 | increased by$53,536,711 |
| Apr 1, 2022 | Accounts | 877 | 1,072 | increased by195 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEAP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEAP WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.