LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC of MADISON, WI is an SEC-registered investment adviser (CRD 281302). Regulatory assets under management: $115.3M.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Timothy Shane Bickmore | MANAGING MEMBER, FOUNDER; OWNER | — |
| Daniel Justin Weiss | MANAGING MEMBER, FOUNDER; OWNER | — |
| Nathaniel Martin Leach | MANAGING MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CDGA FUND I, LP | Hedge Fund | Delaware | 0 | — | $500K |