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LEO Wealth Management, LLC
LEO Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 337537, SEC file 801-134141), with its...
Overview
LEO Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 337537, SEC file 801-134141), with its main office in Staten Island, New York. Its Form ADV filed on 18 September 2026 reports $37.3M in regulatory assets under management across 148 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$37.3M regulatory AUM (Form ADV, September 2026)
Location
Region
North America
Country
United States
City
Staten Island
Corporate office
Staten Island, NY, United States
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