Leonard Wealth Management, LLC
Leonard Wealth Management, LLC (CRD# 311277) is a financial advisory firm headquartered in Lincolnton, NC. They manage $6,067,304 in 68 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Leonard Wealth Management, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$89,225
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Leonard Wealth Management, LLC
1
Joseph Leonard (CRD# 1197960) is an Investment Advisor Representative working at Leonard Wealth Management, LLC in Lincolnton, NC and has over 39 years of experience in the finance industry.
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