← Directory
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
CRD 281302File 801-135775
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$115.3M
Bottom 25% of cohort (national)
Discretionary AUM
$115.3M
Clients
292
608 accounts
Employees
6
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 6, 2026
- Principal office
- 6410 ENTERPRISE LANE, SUITE 120, MADISON, WI, 53719
- Phone
- 608-286-1321
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.3M
- Discretionary AUM
- $115.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 608
- Non-discretionary accounts
- 0
- Total accounts
- 608
- AUM per client
- $395K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $613K |
| High net worth individuals | 42 | $66.6M |
| Individuals (other than high net worth individuals) | 249 | $48.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — RETAINER FEE FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Other
- 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
- 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 |
|---|---|---|---|
| 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.