Leo Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hurst, TX. Its latest Form ADV filing, dated March 17, 2026, reports $3.2B in regulatory assets under management, 43 employees, 10 offices, and 5,195 accounts.
Assets Under Management
$3.2B
Employees
43
Offices
10 offices
Total Clients
1,714
Primary office
HURST, TX
860 AIRPORT FREEWAY, SUITE 402, HURST, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.6% of total clients.
Top client categories% of clientsClients
1
Individuals
73.6%
1,261
2
HNWI
26.4%
453
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 17, 2026
Discretionary86.9%
$2.8B
87% of total RAUM86.9%
Non-discretionary13.1%
$421M
13% of total RAUM13.1%
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$3.2B
Total Accounts5,195
10Y AUM Change+$3.1B (+1975.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee40:1
10Y Employee Change+30 (+230.8%)
* 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.