Financial ADVSR advisor directory · SEC adviser records
Leo Wealth, LLC financial advisors
Every SEC-registered investment adviser representative at Leo Wealth, LLC, by the state and city of the office they work from.
12 registered advisors work at Leo Wealth, LLC, in 3 states and 5 cities; the most are in Edison, NJ (5). 1 list the CFP designation and 3 are also registered broker representatives.
Search every Leo Wealth, LLC advisor by name →Who joined and left Leo Wealth, LLC →Leo Wealth, LLC: assets, clients and custodians →
Cities with the most Leo Wealth, LLC advisors
Edison, NJ 5New York, NY 3Amarillo, TX 1Haddonfield, NJ 1Iselin, NJ 1
Leo Wealth, LLC advisors by state
Questions
How many financial advisors does Leo Wealth, LLC have?
12 investment adviser representatives are registered with Leo Wealth, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 1 list the CFP designation and 3 are also registered as broker representatives.
Where does Leo Wealth, LLC have the most advisors?
Edison, NJ, with 5 registered advisors, then New York, NY (3). By state, New Jersey has the most, with 7.
How do I find a Leo Wealth, LLC financial advisor near me?
Pick your state below, then your city, to see every Leo Wealth, LLC 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 Leo Wealth, LLC 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 →