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Leo Wealth

Wealth ManagerNew York, United States
$4.3B
Assets Under Management
New York
Headquarters
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About Leo Wealth

Leo Wealth is an independent global wealth advisor who provides advice and guidance on wealth management, tax & estate, investments, and insurance. We have offices in New York, New Jersey, Dallas, Central Hong Kong, and Tokyo.

Preferred Investment Types

Direct InvestingInvestment FundsJoint Venture/PartnerLong/Short EquityPrivate EquityVenture Capital

Preferred Sectors & Themes

AnnuitiesEquity/Mutual FundsESG & SustainabilityHedge FundsInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingSocially Responsible Investments (SRI)Trust ManagementWealth & Estate PlanningFinanceInsurance ServicesTraditional Investments (Liquid Assets)High-Level SectorsValues-Based InvestingAlternative InvestmentsFinancial Services

Preferred Geographies

Asia/PacificGlobalUnited States

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Frequently asked questions

What type of investor is Leo Wealth?

Leo Wealth is a wealth manager based in New York, United States, managing approximately $4.3B in assets.

Where is Leo Wealth headquartered?

Leo Wealth is headquartered in New York, United States.

How much does Leo Wealth manage?

Leo Wealth manages approximately $4.3B in assets under management.

What does Leo Wealth invest in?

Leo Wealth focuses on Direct Investing, Investment Funds, Joint Venture/Partner, Long/Short Equity, Private Equity, Venture Capital, Annuities, Equity/Mutual Funds.

How can I contact Leo Wealth?

Verified contact details, key decision-makers, and investment preferences for Leo Wealth are available on LPbacked. Create a free account to access them.