MADISON, WICRD 281302Registration Status: ApprovedEffective since April 6, 2026Latest ADV July 24, 2026
Leach, Bickmore & Weiss Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated July 24, 2026, reports $115M in regulatory assets under management, 6 employees, and 608 accounts.
Assets Under Management
$115M
Employees
6
Offices
--
Total Clients
292
Primary office
MADISON, WI
6410 ENTERPRISE LANE, SUITE 120, MADISON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.3% of total clients.
Top client categories% of clientsClients
1
Individuals
85.3%
249
2
HNWI
14.4%
42
3
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of July 24, 2026
Discretionary100.0%
$115M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$115M
Total Accounts608
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee49:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.