Leo Wealth Management, LLC
Leo Wealth Management, LLC is an SEC-registered mass-market adviser in Staten Island, NY with $33.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Leo Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337537, SEC 801-134141, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $33.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Staten Island, NY
- Employees
- 1
- Clients
- 104
- CRD
- 337537
- Ownership
- LEO, JAMES, C.
How much AUM does Leo Wealth Management, LLC have?
Leo Wealth Management, LLC reported $33.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Leo Wealth Management, LLC?
Disclosed owners and executives of Leo Wealth Management, LLC include LEO, JAMES, C.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.