Lei Wealth Management, LLC
Lei Wealth Management, LLC (CRD# 289403) is a financial advisory firm headquartered in Gainesville, TX. They manage $13,389,047 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lei Wealth Management, LLC
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$1,912,721
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Lei Wealth Management, LLC
1
George Lawrence (CRD# 6836743) is an Investment Advisor Representative working at Lei Wealth Management, LLC in Gainesville, TX and has over 6 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.