LEVERAGE FINANCIAL ADVISORY

LEVERAGE FINANCIAL ADVISORY of WILMINGTON, MA is an SEC-registered investment adviser (CRD 299507). Regulatory assets under management: $17.3M.

Registration

• CRD: 299507
• Type: Registered investment adviser
• Location: 10 MIDDLESEX AVENUE, WILMINGTON, MA, 01887
• Phone: 617-356-1852
• Latest filing: 2026-03-29
• Regulatory AUM: $17.3M
• Discretionary AUM: $17.3M
• Clients: 1
• Accounts: 160

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299507 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search