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LEONARD WEALTH MANAGEMENT, LLC
CRD 311277
312 EAST WATER STREET, LINCOLNTON, NC, 28092, United States
Phone
704-735-7427
Fax
704-735-7428
Registration
— (—)
Source
State registered
Total AUM
$6.7M
Discretionary AUM
$6.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $4.1M |
All web addresses on file
Official SEC filing: View on IAPD