LEADING EDGE WEALTH MANAGEMENT, LLC

LEADING EDGE WEALTH MANAGEMENT, LLC of ROLLING MEADOWS, IL is an SEC-registered investment adviser (CRD 148787). Regulatory assets under management: $43.7M.

Registration

• CRD: 148787
• Type: Registered investment adviser
• Location: 1600 GOLF ROAD, ROLLING MEADOWS, IL, 60008
• Phone: 847-387-5555
• Latest filing: 2026-03-30
• Regulatory AUM: $43.7M
• Discretionary AUM: $36.4M
• Non-discretionary AUM: $7.3M
• Clients: 1
• Accounts: 201

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148787 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search