Leo Wealth, LLC

Leo Wealth, LLC (CRD# 283891) is a financial advisory firm headquartered in Hurst, TX. They manage $1,518,452,379 in 3,937 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
860 Airport Freeway, Suite 402, Hurst, TX 76054
https://www.linkedin.com/company/leo-wealth/
By the Numbers
  • Total Assets Under Management
    1,518
    MILLION
  • Total Number of Accounts
    3,937
    ACCOUNTS
  • Average Account Value
    $385,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TX, VA

Financial Advisors at Leo Wealth, LLC
Showing 21 - 23 of 23 top financial advisors.
21
Miles Savitz, financial advisor New York NY
Miles Savitz
CRD#: 7817353
45 Rockefeller Plaza, Ste. 3504, New York, NY 10111

Miles Savitz (CRD# 7817353) is an Investment Advisor Representative working at Leo Wealth, LLC in New York, NY and has 1 year of experience in the finance industry.

22
Renee Sneed, financial advisor Hurst TX
Renee E. Sneed
CRD#: 7253539
860 Airport Freeway, Suite 402, Hurst, TX 76054

Renee Sneed (CRD# 7253539) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has 1 year of experience in the finance industry.

23
Amber Veronique, financial advisor Hong Kong
Amber L. Veronique
CRD#: 7500887
Hong Kong,

Amber Veronique (CRD# 7500887) is an Investment Advisor Representative working at Leo Wealth, LLC in Hong Kong, and has over 2 years of experience in the finance industry.

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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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