RIA · CRD 281302SEC-Registered

Updated:

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

Leach, Bickmore & Weiss Wealth Management, LLC is an SEC-registered investment adviser in Madison, WI, registered since 2026. The firm manages approximately...

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

Leach, Bickmore & Weiss Wealth Management, LLC is an SEC-registered investment adviser in Madison, WI, registered since 2026. The firm manages approximately $115 million in regulatory assets. It employs 6 people and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC?

No named principals have been identified in public records or regulatory filings. The firm's three-name structure suggests partners Leach, Bickmore, and Weiss, but their roles, backgrounds, and investment authority are unconfirmed.

Is LEACH, BICKMORE & WEISS structured as a single family office or an RIA serving multiple clients?

Publicly available information does not specify the firm's client base. The name format resembles a multi-partner RIA, which could serve unrelated high-net-worth families. Without regulatory disclosures, the exact structure remains unknown.

What investment stages or sectors does LEACH, BICKMORE & WEISS typically target?

No information about sector preferences, stage focus, or asset-class mix has been published by or about the firm. Its lack of public presence prevents any classification of its investment strategy.

Does LEACH, BICKMORE & WEISS participate in fund commitments or only direct deals?

This detail has not been disclosed in any accessible source. The firm's deployment method — whether fund investments, direct deals, or a hybrid — is unknown to external observers.

Where does the underlying wealth managed by this firm come from?

No wealth-origin information has been publicly attributed to LEACH, BICKMORE & WEISS. The firm does not disclose whether it manages wealth from a single family, multiple families, or an institutional pool.

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