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RIA · CRD 159271SEC-Registered

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Thomas Leo Advisory

Thomas Leo Advisory, LLC is an SEC-registered investment adviser in Minneapolis, MN, registered since 2018. The firm manages $193 million in assets, $191...

Overview

Thomas Leo Advisory, LLC is an SEC-registered investment adviser in Minneapolis, MN, registered since 2018. The firm manages $193 million in assets, $191 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who controls Thomas Leo Advisory?

The firm does not disclose its principals. No named executives or board members appear in public records. The firm's ownership structure remains unknown.

What is the wealth origin behind Thomas Leo Advisory?

The source of wealth is not publicly documented. Without named principals or a linked corporate history, the origin remains undisclosed.

Does Thomas Leo Advisory make direct investments or fund commitments?

There is no public evidence of any investment activity by the firm. No portfolio companies, partnership interests, or deal participation have been reported.

Where is Thomas Leo Advisory based?

The firm's headquarters city and country are not listed in any public source. No office addresses have been confirmed.

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