# Leverage Planners Wealth Management

Leverage Planners Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** leverageplanners.com

## Regulatory record

- **CRD number:** 288599
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288599

## About

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.

## 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.

## Related profiles

- [Aetolia Capital](https://altss.com/profile/aetolia-capital-llc)

---

Last updated: 2026-07-11T09:14:00.000Z

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

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