SEC Form ADV

LEO WEALTH, LLC

Registered Investment AdviserTX
$3.2B
Assets Under Management
5,195
Total Clients
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Registration Details

Accession
CRD-283891
Location
HURST, TX
Filing Date
March 17, 2026
AUM
$3.2B
Total Clients
5,195
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

LEO WEALTH, LLC is a registered investment adviser headquartered in HURST, TX, managing approximately $3.2B in assets across 5,195 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.