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LEO FUND SERVICES, LLC

EDISON, NJ · CRD 163259 · IAPD ↗ · 732-903-2600

$151.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
December 2025 — LEO FUND SERVICES, LLC moved its main office from ISELIN, NJ to EDISON, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
51
April 2025 — LEO FUND SERVICES, LLC reported RAUM up 57% ($107.1M -> $167.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.