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LEO WEALTH, LLC
CRD 283891File 801-108435
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.