LEVERAGE FINANCIAL ADVISORY

Overview

Leverage Financial Advisory is an independent, individually owned RIA that focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management and runs educational seminars and workshops for clients. Its business model supports multiple fee arrangements — percentage of AUM, hourly, subscription and fixed fees — allowing flexibility for different client needs and engagement types. Investment activity centers on publicly available pooled strategies: the firm allocates the bulk of client capital to mutual funds and other public funds while maintaining selective exposure to alternative strategies through third‑party managers. Leverage Financial Advisory does not operate as a capital allocator or sponsor its own pooled funds; instead, it sources hedge funds, real estate opportunities and REIT exposure from external managers and places those holdings alongside mutual fund portfolios to achieve diversification and risk-budgeting objectives. The adviser is not positioned as an ESG-focused manager and is structured to serve a relatively concentrated book of business, favoring traditional wealth management solutions for individuals and small businesses rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices