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Leverage Planners Wealth Management
LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC is a state-registered investment adviser in Bellevue, WA. The firm manages approximately $21 million in regulatory...
Overview
LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC is a state-registered investment adviser in Bellevue, WA. The firm manages approximately $21 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What investment strategies does the firm employ?
Leverage Planners Wealth Management employs goals-based financial planning and discretionary portfolio management. Its public filings indicate portfolios are constructed using mutual funds, ETFs, and individual securities across equity, fixed-income, and cash allocations. The firm does not appear to engage in direct private investing, venture capital, or fund commitments.
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