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LEO WEALTH AMERICAS, LLC
CRD 338799 · SEC 801-135043
860 AIRPORT FREEWAY, SUITE 402, HURST, TX, 76054, United States
Phone
817-354-1090
Fax
817-354-4477
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$512.3M
Discretionary AUM
$512.3M
Team
21 total employees; 21 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 643 | $11.9M |
| High net worth individuals | 341 | $500.4M |
States served
AZ, CA, CO, GA, IL, MD, MA, MI, MN, NE, NJ, NM, NY, NC, OK, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD