LEO WEALTH, LLC
Hurst, Texas
5.0
1 Review
Leo Wealth, LLC, based out of Hurst, TX, is a reputable regional investment advisory firm that caters to a diverse client base. With over 1,140 individual clients and a staggering $1,768,619,000 in assets under management, Leo Wealth, LLC has established itself as a trusted partner in managing financial portfolios. Operating from eight strategically located offices, they offer personalized investment solutions to meet the unique goals and objectives of their clients. While their extensive client base includes a range of account types, such as 401K and individual accounts, these represent less than 30% of their total assets under ...
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Assets Under Mgmt

$1.77B

Investment Professionals

27

Locations

7

% 401K & Individual

13%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Civil action by state or foreign financial regulatory authority dismissed by domestic or foreign court
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