NEWLEAF WEALTH MANAGEMENT, LLC

NEWLEAF WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 169136). Regulatory assets under management: $39.7M.

Registration

• CRD: 169136
• Type: Registered investment adviser
• Phone: 510-502-7305
• Latest filing: 2026-03-26
• Regulatory AUM: $39.7M
• Discretionary AUM: $39.7M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search