Leap Wealth Management
Leap Wealth Management (CRD# 152253) is a financial advisory firm headquartered in Dallas, TX. They manage $229,547,785 in 1,267 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management230MILLION
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Total Number of Accounts1,267ACCOUNTS
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Average Account Value$181,174
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CO, FL, NH, OK, TX
Christopher Leap (CRD# 2562058) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 29 years of experience in the finance industry.
Jon McLain (CRD# 2555973) is an Investment Advisor Representative working at Leap Wealth Management in Round Rock, TX and has over 29 years of experience in the finance industry.
Trey Taylor (CRD# 4825891) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 19 years of experience in the finance industry.