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).
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Total Assets Under Management1,518MILLION
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Total Number of Accounts3,937ACCOUNTS
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Average Account Value$385,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TX, VA
Jimmy Curtis (CRD# 1155933) is an Investment Advisor Representative working at Leo Wealth, LLC in Amarillo, TX and has over 40 years of experience in the finance industry.
Richard Dirkse (CRD# 1676153) is an Investment Advisor Representative working at Leo Wealth, LLC in Rockwall, TX and has over 36 years of experience in the finance industry.
Charles McKenzie (CRD# 6923241) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 6 years of experience in the finance industry.
William Niles (CRD# 4588184) is an Investment Advisor Representative working at Leo Wealth, LLC in Wichita Falls, TX and has over 16 years of experience in the finance industry.
Jessica Papadopoulos (CRD# 4306515) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 23 years of experience in the finance industry.
Ray Pinson (CRD# 5122994) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 11 years of experience in the finance industry.
Kevin Roche (CRD# 2643485) is an Investment Advisor Representative working at Leo Wealth, LLC in Haddonfield, NJ and has over 28 years of experience in the finance industry.
William Schultz (CRD# 2219862) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 32 years of experience in the finance industry.
Stephen Tally (CRD# 3223264) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 24 years of experience in the finance industry.
Ryan Vassar (CRD# 5449359) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 16 years of experience in the finance industry.