Leavitt Wealth Management, LLC

Leavitt Wealth Management, LLC (CRD# 148915) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $39,685,805 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $1,202,600
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, TX

Financial Advisors at Leavitt Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark G. Leavitt
CRD#: 5627143
3510 Unocal Place, Suite 101, Santa Rosa, CA 95403
93
Wealthminder
score

Mark Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Leavitt Wealth Management, LLC in Santa Rosa, CA and has over 8 years of experience in the finance industry.

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