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LEO WEALTH, LLC

EDISON, NJ · CRD 283891 · IAPD ↗ · 732-903-2600

$3.21BRegulatory AUM
31Advisory reps
40Employees
0Clients
0Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — LEO WEALTH, LLC moved its main office from HURST, TX to EDISON, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — LEO WEALTH, LLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2025 — LEO WEALTH, LLC reported RAUM up 75% ($1.52B -> $2.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2025 — LEO WEALTH, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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