Leverty Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hudson, WI. Its latest Form ADV filing, dated January 22, 2026, reports $677M in regulatory assets under management, 8 employees, 1 office, and 2,365 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.9% of total clients.
Top client categories% of clientsClients
1
Individuals
58.9%
392
2
HNWI
39.5%
263
3
Corporations
0.9%
6
4
Charitable
0.5%
3
5
Pension Plans
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$677Mas of January 22, 2026
Discretionary99.0%
$670M
99% of total RAUM99.0%
Non-discretionary1.0%
$7M
1% of total RAUM1.0%
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$677M
Total Accounts2,365
10Y AUM Change+$677M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee83:1
10Y Employee Change+1 (+14.3%)
* 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.