LEO WEALTH, LLC of EDISON, NJ is an SEC-registered investment adviser (CRD 283891). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 4 | 646-876-8500 |
| BOCA RATON | FL | 1 | 561-337-1344 |