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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
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hurst
Corporate office
New York, NY, United States
Frequently asked questions
Who operates Leo Wealth and what is its ownership structure?
The principals and ownership structure of Leo Wealth are not publicly disclosed in available regulatory filings or corporate records. The firm appears to operate as a privately held advisory practice based in New York.
What investment services does Leo Wealth offer to family office clients?
Leo Wealth provides integrated wealth management including portfolio construction across public and private markets, cross-border tax planning, trust and estate advisory, and family governance support. Specific asset allocation models or external manager relationships are not publicly documented.
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.
Is Leo Wealth a single family office or a multi-family office?
Leo Wealth operates as a multi-family office and registered investment advisor serving multiple client families rather than a single source of wealth. Its client base includes high-net-worth individuals and families with complex cross-border needs.
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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