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Home > Retirement Planners > texas > hurst > LEO WEALTH, LLC
LEO WEALTH, LLC
860 Airport Freeway
Suite 402
Hurst, Texas 76054
Tel: 817-354-1090
About LEO WEALTH, LLC
LEO WEALTH, LLC, formally registered with the SEC as LEO WEALTH, LLC. The firm was established in 09/26/2016. They have over 9 offices throughout the country.
LEO WEALTH, LLC is a Hurst, Texas based Financial Planning firm with nearly $1,518,452,379 assets under management, offering retirement planning & investment advisory services to 3937 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283891 |
| SEC# | 801-108435 |
| Assets Managed by Firm | $1,518,452,379 |
| No. of Clients | 3937 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FINANCIAL PLANNING FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3937 | $1,518,452,379 |
| Individuals (other than high net worth individuals) | 1753 | $227,790,807 |
| High net worth individuals | 678 | $1,177,670,464 |
| Pension and profit sharing plans | 9 | $6,328,544 |
| Corporations or other businesses | 42 | $106,662,564 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
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| $118,041,119,970 | 827 | 319 |
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