Newleaf Wealth Management, LLC

RIASEC Registered
Total AUM
$39.7M
Discretionary
$39.7M
100% of AUM
Avg account
$828K
Accounts
48
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
169136
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75%
  • Charitable Organizations25%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Newleaf Wealth Management, LLC is a small independent advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, and it lists portfolio management for individuals/small businesses and pension consulting among its advisory activities. Its compensation model is mixed: percentage-of-AUM fees alongside hourly charges and flat fees. Newleaf does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. SEC registration year is not listed in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 2%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • David Gold

    David Gold

    FounderCRD 1409107

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth