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LEO WEALTH AMERICAS, LLC

HURST, TX · CRD 338799 · IAPD ↗ · 817-354-1090

$512.3MRegulatory AUM
21Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
July 2026 — LEO WEALTH AMERICAS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2026 — LEO WEALTH AMERICAS, LLC (HURST, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 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.