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
Miles Savitz (CRD# 7817353) is an Investment Advisor Representative working at Leo Wealth, LLC in New York, NY and has 1 year of experience in the finance industry.
Renee Sneed (CRD# 7253539) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has 1 year of experience in the finance industry.
Amber Veronique (CRD# 7500887) is an Investment Advisor Representative working at Leo Wealth, LLC in Hong Kong, and has over 2 years of experience in the finance industry.