LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 288599). Regulatory assets under management: $21.1M.

Registration

• CRD: 288599
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288599 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search