LWEALTH, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 152253). Regulatory assets under management: $305.5M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Christopher Allen Leap | MEMBER | — |
| Trey Kenyon Taylor | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LEAP CHRISTOPHER ALLEN | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TAYLOR TREY KENYON | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ROUND ROCK | TX | 1 | 512-920-0317 |