Leo Wealth, LLC
Edison, NJ·SEC-registered · CRD #283891
Leo Wealth, LLC is an SEC-registered investment advisory firm in Edison, NJ managing $3.2B across 5.5k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.2B
Client accounts
5.5k
Advisory staff
31
Fee model
Fee-based
How Leo Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Leo Wealth, LLC
How much does Leo Wealth, LLC manage?
Per its most recent SEC Form ADV filing (06/11/2026), Leo Wealth, LLC reports $3.2B in regulatory assets under management across roughly 5.5k client accounts.
How does Leo Wealth, LLC charge?
Leo Wealth, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Leo Wealth, LLC a fiduciary?
Yes. Leo Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #283891), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Leo Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Leo Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Edison, NJ
Profile compiled from Leo Wealth, LLC's public SEC Form ADV filing (CRD #283891, filed 06/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Leo Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Leo Wealth, LLC? Claim this profile.