Leading Edge Financial Planning LLC
Leading Edge Financial Planning LLC is an SEC-registered wealth manager in Knoxville, TN with $521.8M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Leading Edge Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277149, SEC 801-120413, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $521.8M (2026-06-11)
- Firm type
- Wealth Manager
- Location
- Knoxville, TN
- Employees
- 15
- Clients
- 302
- CRD
- 277149
- Ownership
- GORMLEY, KEVIN, NICHOLAS; MATTINGLY, CHARLES, PATRICK
How much AUM does Leading Edge Financial Planning LLC have?
Leading Edge Financial Planning LLC reported $521.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Leading Edge Financial Planning LLC?
Disclosed owners and executives of Leading Edge Financial Planning LLC include GORMLEY, KEVIN, NICHOLAS, MATTINGLY, CHARLES, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.