Leverage Planners Wealth Management, LLC

Overview

Leverage Planners Wealth Management, LLC is an independently owned RIA organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers both ongoing portfolio management and fee-based financial planning, charging a percentage of AUM and, in some cases, hourly fees. Its advisory scope includes selecting third‑party managers, publishing client-facing materials, and running educational seminars or workshops. The firm is not positioned as an ESG investor, does not operate as a multi‑state adviser, and is not identified as a pension consultant. It maintains an industry link to an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives