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Leo Wealth
Leo Wealth is an SEC-registered investment adviser in HURST, TX, registered since 2016. The firm manages $3.2 billion in assets, with $2.8 billion managed on a...
Leo Wealth
Leo Wealth is an SEC-registered investment adviser in HURST, TX, registered since 2016. The firm manages $3.2 billion in assets, with $2.8 billion managed on a discretionary basis. It employs 43 staff, including 32 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
Boca Raton, Edison, New York
Corporate office
New York, NY, United States
Frequently asked questions
How does Leo Wealth handle cross-border wealth management for families with US and Asia ties?
The firm maintains advisory capabilities covering both US and Asian regulatory frameworks, supporting families with members, assets, or business interests in multiple jurisdictions. This includes coordination of tax compliance, entity structuring, and investment execution across borders.
Does Leo Wealth disclose its assets under management or minimum client requirements?
Leo Wealth does not publicly disclose assets under management, deployment figures, or minimum account sizes. The firm's client criteria and scale remain private.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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