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LEO WEALTH, LLC
CRD 283891File 801-108435
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.21B
Top 25% of cohort (national)
Discretionary AUM
$2.78B
Non-discretionary $420.7M
Clients
1,714
5,195 accounts
Employees
40
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 26, 2016
- Principal office
- 379 THORNALL ST., FLOOR 9, SUITE 9, EDISON, NJ, 08837
- Phone
- 732-903-2600
- Website
- HTTP://WWW.LEOWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.21B
- Discretionary AUM
- $2.78B
- Non-discretionary AUM
- $420.7M
- Discretionary accounts
- 4,876
- Non-discretionary accounts
- 319
- Total accounts
- 5,195
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 453 | $2.64B |
| Individuals (other than high net worth individuals) | 1,261 | $564.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINANCIAL PLANNING FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 43 | 40 | decreased by3 |
| Apr 1, 2026 | Disclosures | Yes | No | |
| Mar 1, 2026 | Clients | 1,533 | 1,714 | increased by181 |
| Mar 1, 2026 | AUM | $2,655,950,651 | $3,205,181,999 | increased by$549,231,348 |
| Mar 1, 2026 | Accounts | 4,566 | 5,195 | increased by629 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 43 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,494 | 1,533 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,523,502,304 | $2,655,950,651 | increased by$1,132,448,347 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,086 | 4,566 | increased by1,480 |
| Apr 1, 2022 | Clients | 1,943 | 1,494 | decreased by449 |
| Apr 1, 2022 | AUM | $1,513,501,418 | $1,523,502,304 | increased by$10,000,886 |
| Apr 1, 2022 | Accounts | 5,161 | 3,086 | decreased by2,075 |
| Oct 1, 2021 | Employees | 10 | 32 | increased by22 |
| Oct 1, 2021 | Disclosures | No | Yes | |
| Oct 1, 2021 | Clients | 227 | 1,943 | increased by1,716 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEO 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.