LP Profile

Leap Wealth Management

Also known as leap wealth

Wealth ManagerDallas, United StatesFounded 2010
$106M
Assets Under Management
Dallas
Headquarters
Investment Focus

About Leap Wealth Management

Leap Wealth Management is a wealth manager based in Dallas, US. Founded in 2010. Reported AUM: 106 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Leap Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$305.5M
Total Clients
1,190
Filing Date
April 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Leap Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Leap Wealth Management?

Leap Wealth Management is a wealth manager based in Dallas, United States, managing approximately $106M in assets.

Where is Leap Wealth Management headquartered?

Leap Wealth Management is headquartered in Dallas, United States.

How much does Leap Wealth Management manage?

Leap Wealth Management manages approximately $106M in assets under management.

When was Leap Wealth Management founded?

Leap Wealth Management was founded in 2010.

How can I contact Leap Wealth Management?

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