# LEO WEALTH AMERICAS

LEO WEALTH AMERICAS is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 338799
- **SEC file number:** 801-135043
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338799

## About

LEO Wealth Americas, LLC is an SEC-registered investment adviser in HURST, TX, registered since 2026. The firm employs 19 employees and 19 investment advisers. It is headquartered in HURST, TX.

## Questions

### What is LEO Wealth Americas' investment strategy?

The firm's SEC filing states it offers portfolio management for individuals, high-net-worth individuals, and pension plans. No further strategic detail — such as asset-class mix, active vs. passive tilt, stage preference, or sector concentration — has been publicly disclosed by the firm or captured in external reporting.

### Who makes investment decisions at LEO Wealth Americas?

The firm's SEC registration lists fewer than five employees performing investment advisory functions. No named principal, CIO, or portfolio manager has been publicly associated with the firm in regulatory documents or external publications.

### Is LEO Wealth Americas affiliated with a larger financial institution?

No. The firm is registered as an independent, state-registered investment advisor and does not report a parent company, holding-company affiliation, or control relationship with any bank, broker-dealer, or insurance entity.

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Last updated: 2026-06-03T20:00:00.000Z

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