LEO WEALTH, LLC

HURST, Texas·5 registered advisors·CRD# 283891
SEC# 801-1084357817-354-1090
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNING FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEO WEALTH, LLC

5 registered advisors
Harmen Christiaan Overdijk
HURST, Texas
Jessica Carolyn Cutrera Papadopoulos
HURST, Texas
Kenneth Francis Dugan
ISELIN, New Jersey
Michael Anthony Bohlinger
ISELIN, New Jersey
Stephen Dallas Tally
HURST, Texas
05

Office Locations

HURST, Texas
3 advisors
ISELIN, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. LEO WEALTH, LLC (CRD# 283891) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.