LEONARD WEALTH MANAGEMENT, INC.
LEONARD WEALTH MANAGEMENT, INC. of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 119719). Regulatory assets under management: $180.0M.
Registration
- CRD: 119719
- SEC file number: 801-62205
- Type: Registered investment adviser
- Location: 840 APOLLO STREET, SUITE 322, EL SEGUNDO, CA, 90245
- Phone: 310-535-3535
- Latest filing: 2008-02-04
- Regulatory AUM: $180.0M
- Discretionary AUM: $180.0M
- Clients: 1
- Accounts: 312
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| LEONARD SCOTT ALAN | PRES., DIRECTOR, SHAREHOLDER; PRES., DIRECTOR, SHAREHOLDER, CHIEF COMPLIANCE OFFICER | — |
| LEONARD MANDI NICOLE | SHAREHOLDER, DIRECTOR | — |
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