AdvisorOS Directory
Claim Profile
LL

Lewis John Leathersich

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP·WAKEFIELD, Massachusetts
Unclaimed Profile
301 EDGEWATER PLACE, WAKEFIELD, MA 01880CRD# 1155885Firm CRD# 109291
01

About

Lewis John Leathersich is a registered financial advisor based in WAKEFIELD, Massachusetts, affiliated with WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
US ADVISORY GROUP INC
AUM
$54M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1155885
Firm CRD# 109291
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAKEFIELD?

Browse all registered financial advisors in WAKEFIELD, Massachusetts or claim this profile if it's yours.

Browse WAKEFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lewis John Leathersich offer?
Lewis John Leathersich specializes in Financial Planning, Investment Management. Contact their office in WAKEFIELD, Massachusetts for a consultation.
What are Lewis John Leathersich's credentials?
Lewis John Leathersich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lewis John Leathersich located?
Lewis John Leathersich is based in WAKEFIELD, Massachusetts, working with WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does Lewis John Leathersich charge for services?
Lewis John Leathersich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP?
WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP has approximately 3 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WAKEFIELD
James Michael Carnevale — SENTINEL PENSION ADVISORS INCRobert Michael Dimase — SENTINEL PENSION ADVISORS INCJohn Anthony Carnevale — SENTINEL PENSION ADVISORS INCJames Michael Nestor — SENTINEL PENSION ADVISORS INCFrederick Vincent Mcdonald — WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile