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LEO WEALTH AMERICAS, LLC
CRD 338799File 801-135043
APPROVED
Retail clients
Filing as of Jun 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$512.3M
Above cohort median (national)
Discretionary AUM
$512.3M
Clients
984
1,332 accounts
Employees
21
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 23, 2026
- Principal office
- 860 AIRPORT FREEWAY, SUITE 402, HURST, TX, 76054
- Phone
- 817-354-1090
- Website
- https://leowealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $512.3M
- Discretionary AUM
- $512.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,332
- Non-discretionary accounts
- 0
- Total accounts
- 1,332
- AUM per client
- $521K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 341 | $500.4M |
| Individuals (other than high net worth individuals) | 643 | $11.9M |
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
- 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 |
|---|---|---|---|
| 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.