LEO Wealth Americas, LLC

RIASEC Registered

Total AUM

$512M

Discretionary

$512M

100% of AUM

Avg account

$385K

Accounts

1,332

Employees

21

Advisory reps

21

Firm details

Headquarters: Hurst, Texas
CRD number: 338799
Registered since: February 23, 2026
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI97.69%
Individuals2.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

LEO Wealth Americas, LLC is an independent registered investment adviser organized as an LLC that began SEC registration in 2026. The firm serves individual and family clients and positions itself as a capital allocator that builds and oversees portfolios while also selecting third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities89%
Cash & Cash Equivalents10%
Private Funds1%

Owners & executives

3 of 3

Jessica Papadopoulos
Co-ceoCRD 4306515
Stephen Tally
Chief Operating OfficerCRD 3223264
Harmen Overdijk
Co-Chief Executive OfficerCRD 7173748

Contacts

3 of 18

Ray Pinson
Managing DirectorCRD 5122994
Charles McKenzie
DirectorCRD 6923241
Ryan Vassar
Investment Adviser RepresentativeCRD 5449359

Unlock 15 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Hurst, TX

Tarrant

Location

Hurst, TX

Headquartered in Hurst, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Tarrant
Address: 860 Airport Fwy
Time zone: CT (UTC-6)
Office locations

Similar firms

Broadwing Capital Management LLC

Dallas, TX

AUM $513MTEAM 11REPS 3

Owner Resource Group, LLC

Austin, TX

AUM $511MTEAM 16REPS 3

Haven Wealth Group

Houston, TX

AUM $515MTEAM 11REPS 9

Summit House Capital Management, LLC

Dallas, TX

AUM $519MTEAM 9REPS 2

HFG Wealth Management, LLC

The Woodlands, TX

AUM $506MTEAM 5REPS 3

327 Capital Partners, LLC

San Antonio, TX

AUM $506MTEAM 3REPS 2

More RIAs in Hurst →All Texas RIAs →