LEO H. EVART, INC.

LEO H. EVART, INC. of REDWOOD CITY, CA is an SEC-registered investment adviser (CRD 110263). Regulatory assets under management: $269.9M.

Registration

• CRD: 110263
• SEC file number: 801-42861
• Type: Registered investment adviser
• Location: 3 LAGOON DRIVE, SUITE 155, REDWOOD CITY, CA, 94065
• Phone: (650) 802-0342
• Latest filing: 2026-03-19
• Regulatory AUM: $269.9M
• Discretionary AUM: $269.9M
• Clients: 3
• Accounts: 732

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110263 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search