LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT

Legal name: LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

CRD 171967File 801-79965

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$237.4M

Below cohort median (national)

Discretionary AUM

$237.4M

Clients

194

197 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jun 30, 2014
Principal office: 900 LANIDEX PLAZA - SUITE 110, PARSIPPANY, NJ, 07054
Phone: 973-599-0400
Website: https://www.linkedin.com/company/leicht-financial-planning-wealth-management/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $237.4M
Discretionary AUM: $237.4M
Non-discretionary AUM: $0
Discretionary accounts: 197
Non-discretionary accounts: 0
Total accounts: 197
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.3M
High net worth individuals	85	$195.3M
Pension and profit sharing plans	Fewer than 5	$523K
Individuals (other than high net worth individuals)	109	$39.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.