# LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 288599
- Type: SEC-registered investment adviser
- Location: 310 120TH AVE NE, BELLEVUE, WA, 98005
- Phone: 425-223-4520
- Latest filing: 2026-07-28
- Regulatory AUM: $21.1M
- Discretionary AUM: $21.1M
- Clients: 4
- Accounts: 135

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288599/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288599/similar
- Related entities: https://search.stillhousedata.com/firm/288599/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288599

---

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.