Financial ADVSR advisor directory · SEC adviser records
Leap Wealth Management financial advisors
Every SEC-registered investment adviser representative at Leap Wealth Management, by the state and city of the office they work from.
3 registered advisors work at Leap Wealth Management, in 1 state and 2 cities; the most are in Dallas, TX (2). 1 list the CFP designation and 0 are also registered broker representatives.
Search every Leap Wealth Management advisor by name →Who joined and left Leap Wealth Management →Leap Wealth Management: assets, clients and custodians →
Cities with the most Leap Wealth Management advisors
Leap Wealth Management advisors by state
Questions
How many financial advisors does Leap Wealth Management have?
3 investment adviser representatives are registered with Leap Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 1 list the CFP designation and 0 are also registered as broker representatives.
Where does Leap Wealth Management have the most advisors?
Dallas, TX, with 2 registered advisors, then Round Rock, TX (1). By state, Texas has the most, with 3.
How do I find a Leap Wealth Management financial advisor near me?
Pick your state below, then your city, to see every Leap Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Leap Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →