LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

Overview

Leverage Planners Wealth Management, LLC is a small, independent RIA that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates as a capital allocator and makes use of third‑party managers, which suggests a model that combines in‑house advice with outsourced specialist managers where appropriate. Its advisory activities include ongoing portfolio management, selection of other advisers, publication of client-facing materials and occasional educational seminars — signaling a client service model that blends planning, implementation and investor education. Investment preference tilts toward pooled public vehicles rather than concentrated single‑stock strategies. The firm charges both a percentage of assets under management and hourly fees, which supports serving clients across a range of relationship sizes and engagement intensities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices