Key facts
- LEO WEALTH, LLC is a other based in HURST, TX.
- LEO WEALTH, LLC reports $373.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 283891- Regulatory AUM
- $373.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 43
- Registered office
- HURST, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LEO WEALTH, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LEO WEALTH, LLC's AUM?
- LEO WEALTH, LLC manages approximately $373.2M in assets.