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CASILIO LEITCH INVESTMENTS

WALNUT CREEK, CA · CRD 173152 · IAPD ↗ · clpwm.com · 925-448-2215

$256.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2025 — CASILIO LEITCH INVESTMENTS reported RAUM up 55% ($151.3M -> $235.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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