# Leo Wealth

Leo Wealth is a Multi Family Office based in Boca Raton, Edison, New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boca Raton, Edison, New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** leowealth.com
- **LinkedIn:** https://www.linkedin.com/company/leo-wealth

## Regulatory record

- **CRD number:** 283891
- **SEC file number:** 801-108435
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283891

## About

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.

## 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.

## Related profiles

- [Leo Group](https://altss.com/profile/leo-group)
- [Helmsley Charitable Trust](https://altss.com/profile/leona-m-and-harry-b-helmsley-charitable-trust)

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Last updated: 2026-07-08T22:13:24.633Z

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