Leo Wealth, LLC
Leo Wealth, LLC (CRD# 283891) is a financial advisory firm headquartered in Hurst, TX. They manage $1,518,452,379 in 3,937 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,518MILLION
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Total Number of Accounts3,937ACCOUNTS
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Average Account Value$385,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TX, VA
Zaphrey Williams (CRD# 2443743) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 30 years of experience in the finance industry.
Daniel Savard (CRD# 2140601) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 33 years of experience in the finance industry.
Christakis Charalambous (CRD# 7423098) is an Investment Advisor Representative working at Leo Wealth, LLC in New York, NY and has 1 year of experience in the finance industry.
Charles Duryee (CRD# 7341378) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 3 years of experience in the finance industry.
Ryan Gaynor (CRD# 7661016) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has 1 year of experience in the finance industry.
Jason Gibbons (CRD# 7489931) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has 1 year of experience in the finance industry.
Tian Hu (CRD# 7685845) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has 1 year of experience in the finance industry.
Jeremy Knight (CRD# 6837195) is an Investment Advisor Representative working at Leo Wealth, LLC in Big Spring, TX and has over 6 years of experience in the finance industry.
Aleksey Mironenko (CRD# 7326723) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 3 years of experience in the finance industry.
Harmen Overdijk (CRD# 7173748) is an Investment Advisor Representative working at Leo Wealth, LLC in Central, and has 1 year of experience in the finance industry.