Newleaf Wealth Management, LLC
RIAState 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
FINTRXOverview
Newleaf Wealth Management, LLC is a small California-based investment advisory firm organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering portfolio management for individuals and small businesses alongside pension consulting services. Its fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements. Newleaf does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Gold
FounderCRD 1409107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations