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LEADING EDGE WEALTH MANAGEMENT, LLC
CRD 148787
1600 GOLF ROAD, SUITE 1200, ROLLING MEADOWS, IL, 60008, United States
Phone
847-387-5555
Fax
877-387-6161
Registration
— (—)
Source
State registered
Total AUM
$43.7M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $11.1M |
| High net worth individuals | 21 | $32.3M |
| Corporations/business entities | 1 | $324K |
All web addresses on file
Official SEC filing: View on IAPD