# LWEALTH, LLC

LWEALTH, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 152253
- Type: SEC-registered investment adviser
- SEC file number: 801-112978
- Location: 6301 GASTON AVE, SUITE 205, DALLAS, TX, 75214
- Phone: 214-420-7441
- Latest filing: 2026-04-14
- Regulatory AUM: $305.5M
- Discretionary AUM: $305.3M
- Non-discretionary AUM: $203K
- Clients: 5
- Accounts: 1,190

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (4)

| 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 | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ROUND ROCK | TX | 1 | 512-920-0317 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152253/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152253/similar
- Related entities: https://search.stillhousedata.com/firm/152253/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152253

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.