Leap Wealth Management

Leap Wealth Management (CRD# 152253) is a financial advisory firm headquartered in Dallas, TX. They manage $97,644,157 in 776 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $125,830
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

OK, TX

Financial Advisors at Leap Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Andrew S. Thomas
CRD#: 5298282
8604 Greenville Ave., Suite A-101, Dallas, TX 75243
96
Wealthminder
score

Andrew Thomas (CRD# 5298282) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 10 years of experience in the finance industry. Andrew Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jon M. McLain
CRD#: 2555973
8604 Greenville Ave., Suite A-101, Dallas, TX 75243
93
Wealthminder
score

Jon McLain (CRD# 2555973) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 23 years of experience in the finance industry.

3
Christopher A. Leap
CRD#: 2562058
8604 Greenville Ave., Suite A101 Mailbox B12, Dallas, TX 75243
86
Wealthminder
score

Christopher Leap (CRD# 2562058) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 23 years of experience in the finance industry. Christopher Leap has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Amy J. Limas
CRD#: 4872953
8604 Greenville Ave., Suite A-101, Dallas, TX 75243
83
Wealthminder
score

Amy Limas (CRD# 4872953) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 5 years of experience in the finance industry.

5
Trey K. Taylor
CRD#: 4825891
8604 Greenville Ave., Suite A-101, Dallas, TX 75243
83
Wealthminder
score

Trey Taylor (CRD# 4825891) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 13 years of experience in the finance industry.

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