LEO WEALTH AMERICAS, LLC

RIASEC RegisteredEst. 2026

Total AUM

$512M

Discretionary

$512M

100% of AUM

Avg account

$385K

Accounts

1,332

Employees

Advisory reps

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 a limited liability company that registered with the SEC in 2026 and identifies as a capital allocator serving primarily individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm bills through a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. Firm activity extends beyond traditional advisory work: LEO Wealth Americas lists affiliations as a broker-dealer and as an investment manager/sponsor, acting as general partner or managing member of pooled investment vehicles. The profile indicates it is not an active ESG investor.