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NEWLEAF WEALTH MANAGEMENT, LLC
Newleaf Wealth Management, LLC is a state-registered investment adviser with approximately $40 million in regulatory assets under management.
NEWLEAF WEALTH MANAGEMENT, LLC
Newleaf Wealth Management, LLC is a state-registered investment adviser with approximately $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who owns or runs NEWLEAF WEALTH MANAGEMENT, LLC?
No named principals, owners, or executives have been identified in public records or by the firm itself. The entity's leadership structure remains undisclosed.
What portfolio companies or assets are associated with NEWLEAF WEALTH MANAGEMENT, LLC?
No portfolio investments, deals, or asset holdings have been publicly linked to the firm. There are no recorded direct investments, fund commitments, or real asset purchases attributable to it.
Where does the wealth managed by NEWLEAF WEALTH MANAGEMENT, LLC come from?
The source of any capital managed or advised by the firm has not been disclosed. Without a named family or founder, wealth origin cannot be attributed.
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