Leading Edge Wealth Management, LLC

Leading Edge Wealth Management, LLC (CRD# 148787) is a financial advisory firm headquartered in Rolling Meadows, IL. They manage $34,114,800 in 227 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1600 Golf Road, Suite 1200, Rolling Meadows, IL 60008
http://www.lewmllc.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $150,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
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 Oberoi, financial advisor Schaumburg IL
Alka G. Oberoi
CRD#: 2293056
1701 East Woodfield Road, Suite 421, Schaumburg, IL 60173

Alka Oberoi (CRD# 2293056) is an Investment Advisor Representative working at Leading Edge Wealth Management, LLC in Schaumburg, IL and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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