Leverage Planners Wealth Management, LLC
Leverage Planners Wealth Management, LLC (CRD# 288599) is a financial advisory firm headquartered in Bellevue, WA. They manage $13,400,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Leverage Planners Wealth Management, LLC
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts100ACCOUNTS
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Average Account Value$134,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Leverage Planners Wealth Management, LLC
1
David Donhoff (CRD# 6658159) is an Investment Advisor Representative working at Leverage Planners Wealth Management, LLC in Bellevue, WA and has over 8 years of experience in the finance industry.
2
Sean Bolen (CRD# 6040659) is an Investment Advisor Representative working at Leverage Planners Wealth Management, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.
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