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).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    1,267
    ACCOUNTS
  • Average Account Value
    $181,174
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, NH, OK, TX

Financial Advisors at Leap Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Christopher A. Leap
CRD#: 2562058
8604 Greenville Ave., Suite A-101, Dallas, TX 75243

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.

2
Jon M. McLain
CRD#: 2555973
1000 Heritage Center Circle, Round Rock, TX 78664

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.

3
Trey K. Taylor
CRD#: 4825891
8604 Greenville Ave., Suite A-101, Dallas, TX 75243

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.

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