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LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

MADISON, WI · CRD 281302 · IAPD ↗ · 608-286-1321

$115.3MRegulatory AUM
1Advisory reps
6Employees
38Clients
26-50Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
May 2026 — LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC (MADISON, WI) is newly SEC-registered with $115.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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