# Leonard Wealth Management, LLC

Leonard Wealth Management, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/leonard-wealth-management

## Regulatory record

- **CRD number:** 311277
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311277

## About

Leonard Wealth Management, LLC is a state-registered investment adviser in Lincolnton, NC. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Leonard Wealth Management?

The firm does not publicly disclose its leadership team or named principals. Its investment committee and decision-making structure remain unknown.

## Related profiles

- [Paradox Venture Capital](https://altss.com/profile/paradox-venture-capital)
- [Wachtel Capital Advisors](https://altss.com/profile/wachtel-capital-advisors-llc)

---

Last updated: 2026-07-06T01:24:20.164Z

Canonical page: https://altss.com/profile/leonard-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology