Wealth manager, independent · Hurst, TX
LEO Wealth Americas, LLC
SEC-registered investment adviser · CRD 338799 · SEC 801-135043
At a glance
LEO Wealth Americas, LLC is an SEC-registered investment adviser based in Hurst, Texas, with $512 million in regulatory assets under management as of its Form ADV filed June 3, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 984 individual clients. By Form ADV it is a wealth manager, ranked 2,844th of 8,915 wealth managers and 7,730th of 17,210 SEC-registered advisers by assets.
Main office 817-354-1090leowealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $512M
- Rank among wealth managers
- #2,844 of 8,915
- Rank among all SEC RIAs
- #7,730 of 17,210
- Rank in Texas
- #505 of 1,081
- Individual clients
- 984
- High-net-worth clients
- 341
- Accounts
- 1,332
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 21
- Offices
- 7
Owners and executives on its Form ADV
- Stephen D. TallyCCO and COO
- Harmen C. OverdijkCo-Ceo and CIO
- Jessica C. PapadopoulosCo-Ceo
Custody and brokerage
Broker-dealer
Hybrid RIA
LEO Wealth Americas, LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: LEO Brokerage, LLC.
- LEO Brokerage, LLC ↗CRD 109121
Its Form ADV brochure (filed June 2026) names LEO Brokerage as the broker-dealer its advisers are registered with.
our firm are registered representatives with Leo Wealth Americas's affiliate, Leo Brokerage, LLC., a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 341 | $500M | 98% |
| Individuals | 643 | $12M | 2% |
Disciplinary disclosures
LEO Wealth Americas, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗leowealth.com ↗
AtlasMembers
The full record on LEO Wealth Americas, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,402 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does LEO Wealth Americas, LLC manage?
LEO Wealth Americas, LLC reports $512 million in regulatory assets under management across 1,332 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 3, 2026.
What kind of firm is LEO Wealth Americas, LLC?
LEO Wealth Americas, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are LEO Wealth Americas, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($500 million, 341 clients); individuals ($12 million, 643 clients).
Does LEO Wealth Americas, LLC have any disciplinary history?
LEO Wealth Americas, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is LEO Wealth Americas, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →