Leading Edge Wealth Management, LLC

Leading Edge Wealth Management, LLC (CRD# 148787) is a financial advisory firm headquartered in Schaumburg, IL. They manage $24,850,000 in 130 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $191,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, IL, TX

Financial Advisors at Leading Edge Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alka G. Oberoi
CRD#: 2293056
1701 East Woodfield Road, Suite 421, Schaumburg, IL 60173
83
Wealthminder
score

Alka Oberoi (CRD# 2293056) is an Investment Advisor Representative working at Leading Edge Wealth Management, LLC in Schaumburg, IL and has over 24 years of experience in the finance industry.

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