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LEAP WEALTH MANAGEMENT
LWEALTH, LLC
CRD 152253 · SEC 801-112978
6301 GASTON AVE, SUITE 205, DALLAS, TX, 75214, United States
Phone
214-420-7441
Fax
214-420-7443
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.5M
Discretionary AUM
$305.3M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $57.8M |
| High net worth individuals | 128 | $247.8M |
States served
CO, OK, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD