Casilio Leitch Investments
Casilio Leitch Investments is an SEC-registered wealth manager in Walnut Creek, CA with $256.0M assets under management (AUM, regulatory AUM), +69% over one year. See who owns Casilio Leitch Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173152, SEC 801-110379, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $256.0M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 4
- Clients
- 220
- CRD
- 173152
- Ownership
- LEITCH, WILLIAM, ELTON; CASILIO, COREY, CHARLES
How much AUM does Casilio Leitch Investments have?
Casilio Leitch Investments reported $256.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Casilio Leitch Investments?
Disclosed owners and executives of Casilio Leitch Investments include LEITCH, WILLIAM, ELTON, CASILIO, COREY, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.