# LEO Wealth Management, LLC

LEO Wealth Management, LLC is a Registered Investment Adviser based in Staten Island, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Staten Island, United States
- **Region:** North America
- **Address:** Staten Island, NY, United States
- **Assets under management:** $37.3M regulatory AUM (Form ADV, September 2026)
- **Website:** leowealthmgmt.com

## Regulatory record

- **CRD number:** 337537
- **SEC file number:** 801-134141
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-18
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T20:19:47.948Z

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