# NEWLEAF WEALTH MANAGEMENT, LLC

NEWLEAF WEALTH MANAGEMENT, LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 169136
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169136

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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

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