# LEO WEALTH, LLC

LEO WEALTH, LLC of EDISON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 283891
- Type: SEC-registered investment adviser
- SEC file number: 801-108435
- Location: 379 THORNALL ST., FLOOR 9, SUITE 9, EDISON, NJ, 08837
- Phone: 732-903-2600
- Latest filing: 2026-06-11
- Regulatory AUM: $3.2B
- Discretionary AUM: $2.8B
- Non-discretionary AUM: $420.7M
- Clients: 40
- Accounts: 5,195

## Business model

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

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Dallas Tally | CCO | — |
| Harmen Christiaan Overdijk | CIO | — |
| Jessica Carolyn Cutrera Papadopoulos | PRESIDENT | — |
| Matthew James Allain | CEO; CEO/CCO | — |
| Jon D Rustin | CFO | — |
| MASSEY STEWART RICHARD | MEMBER | — |
| QUICK LESLIE CHARLES | MEMBER | — |
| KATZ RUSSELL SCOTT | CCO; MANAGER; MEMBER (+1 more) | — |
| TALLY STEPHEN DALLAS | CCO | — |
| MARQUARDT PETER FRAME | COMPLIANCE OFFICER | — |
| BELFATTO JOSEPH ANDREW | MANAGER | — |
| ALLAIN MATTHEW JAMES | CEO; MANAGER; MEMBER | — |
| RUSTIN JON D | CFO | — |
| DELOTTO MARK DAVID | MANAGER/CCO | — |
| DUGAN KENNETH FRANCIS | OWNER | — |
| BOHLINGER MICHAEL ANTHONY | OWNER | — |
| PAPADOPOULOS JESSICA CAROLYN CUTRERA | PRESIDENT | — |
| OVERDIJK HARMEN CHRISTIAAN | CIO | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 4 | 646-876-8500 |
| BOCA RATON | FL | 1 | 561-337-1344 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283891/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283891/similar
- Related entities: https://search.stillhousedata.com/firm/283891/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283891

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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.