Leverty Financial Group, LLC
Leverty Financial Group, LLC is an SEC-registered wealth manager in Hudson, WI with $676.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Leverty Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310258, SEC 801-119342, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $676.8M (2026-01-22)
- Firm type
- Wealth Manager
- Location
- Hudson, WI
- Employees
- 8
- Clients
- 665
- CRD
- 310258
- Ownership
- MEYERS, ABBY, LYNN; LEVERTY, MICHAEL, THOMAS; Hansen, Alexander, William; RIAKA HOLDINGS, LLC; KEENE, LUKE, EDWARD
How much AUM does Leverty Financial Group, LLC have?
Leverty Financial Group, LLC reported $676.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Leverty Financial Group, LLC?
Disclosed owners and executives of Leverty Financial Group, LLC include MEYERS, ABBY, LYNN, LEVERTY, MICHAEL, THOMAS, Hansen, Alexander, William, RIAKA HOLDINGS, LLC, KEENE, LUKE, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.