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
40
Offices
2 offices
Total Clients
1,714
Primary office
EDISON, NJ
379 THORNALL ST., FLOOR 9, SUITE 9, EDISON, NJ, 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 June 11, 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%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee43:1
10Y Employee Change+27 (+207.7%)
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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.