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
310 120th Ave Ne, Suite 205, Bellevue, WA 98005
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Leverage Planners Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Donhoff, financial advisor Bellevue WA
David W. Donhoff
CRD#: 6658159
310 120th Ave Ne, Suite 205, Bellevue, WA 98005

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, financial advisor Bellevue WA
Sean T. Bolen
CRD#: 6040659
310 120th Ave Ne, Suite 205, Bellevue, WA 98005

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.

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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