Leap Wealth Management
Leap Wealth Management is an SEC-registered mass-market adviser in Dallas, TX with $305.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Leap Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152253, SEC 801-112978, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $305.5M (2026-04-14)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 363
- CRD
- 152253
- Ownership
- LEAP, CHRISTOPHER, ALLEN; TAYLOR, TREY, KENYON
How much AUM does Leap Wealth Management have?
Leap Wealth Management reported $305.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Leap Wealth Management?
Disclosed owners and executives of Leap Wealth Management include LEAP, CHRISTOPHER, ALLEN, TAYLOR, TREY, KENYON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.