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Managing Member · LM Advisors LLC

Leonardo Simpser

CRD 5613550 · Named on Form ADV at one SEC-registered adviser

At a glance

LM Advisors LLC, an SEC-registered wealth manager based in SAN Diego, CA with $2.9 billion in regulatory assets, lists Leonardo Simpser on its Form ADV as Managing Member, a control person.

Firms and roles

  • LM Advisors LLCManaging MemberWealth manager · SAN Diego, CA · $2.9B in regulatory assets

AtlasMembers

Leonardo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonardo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.