LEO Wealth, LLC

Overview

LEO Wealth, LLC is an independent registered investment adviser formed in 2016 and organized as a limited liability company. The firm positions itself as a multi‑service wealth manager for individuals and families, combining financial planning and discretionary portfolio management with the ability to select and allocate to third‑party managers. It advertises a varied fee menu — percentage of assets under management alongside hourly and fixed‑fee arrangements — which suggests flexibility for both ongoing advisory relationships and project work. On the advisory side, LEO Wealth provides comprehensive financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm also acts as a capital allocator, directing client capital into external managers and pooled vehicles; regulatory disclosures indicate roles beyond advisor-only activity, including sponsor/GP or managing‑member involvement with pooled investment vehicles. LEO Wealth does not characterize itself as an active ESG investor.

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Public Holdings

Investments & Alternatives

Location & Offices