Thomas Leo Advisory, LLC
Thomas Leo Advisory, LLC is an SEC-registered wealth manager in Minneapolis, MN with $192.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Thomas Leo Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159271, SEC 801-112656, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $192.7M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 2
- Clients
- 145
- CRD
- 159271
- Ownership
- ARMS, LEO, CHRISTOPHER
How much AUM does Thomas Leo Advisory, LLC have?
Thomas Leo Advisory, LLC reported $192.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Thomas Leo Advisory, LLC?
Disclosed owners and executives of Thomas Leo Advisory, LLC include ARMS, LEO, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.