LEO WEALTH MANAGEMENT, LLC

Overview

LEO Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides financial planning and portfolio management primarily for individuals, families and small business clients, and it runs discretionary portfolios across its client base. Fee arrangements are flexible—percentage of AUM for ongoing portfolio work, with options for hourly or fixed-fee engagements for planning or project-based advice. Investment positioning is equity‑centric. The adviser uses exchange‑traded equities as the core of its investment program and leans on liquid public markets for most client exposures. Alternatives are part of the toolkit but accessed through third‑party managers rather than an in‑house capital allocator model. LEO Wealth Management is not an active ESG investor and maintains a relatively compact operating footprint compared with larger national firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices