Leap Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 14, 2026, reports $306M in regulatory assets under management, 5 employees, 1 office, and 1,190 accounts.
Assets Under Management
$306M
Employees
5
Offices
1 office
Total Clients
363
Primary office
DALLAS, TX
6301 GASTON AVE, SUITE 205, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.7% of total clients.
Top client categories% of clientsClients
1
Individuals
64.7%
235
2
HNWI
35.3%
128
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of April 14, 2026
Discretionary99.9%
$305M
100% of total RAUM99.9%
Non-discretionary0.1%
$203K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$306M
Total Accounts1,190
10Y AUM Change+$199M (+187.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee73:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.