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Leap Wealth Management
Leap Wealth Management is an SEC-registered investment adviser in Dallas, TX, registered since 2018. The firm manages $306 million in assets, with $305...
Overview
Leap Wealth Management is an SEC-registered investment adviser in Dallas, TX, registered since 2018. The firm manages $306 million in assets, with $305 million on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Frequently asked questions
What type of wealth management does Leap Wealth Management offer?
The firm does not publicly describe its services, so whether it provides financial planning, discretionary portfolio management, tax preparation, or estate planning cannot be confirmed from available records. Its Dallas location and lack of stated specialty suggest a generalist wealth management practice serving local families and business owners, but this is inference, not documented fact.
Is Leap Wealth Management a registered investment advisor?
The firm's regulatory status is not documented in the sources consulted for this profile. Most US wealth managers operate as SEC- or state-registered RIAs, but because Leap has no public Form ADV or IAPD profile readily linked to its brand, its exact registration jurisdiction—if any—remains unconfirmed.
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