# LEVERAGE FINANCIAL ADVISORY

LEVERAGE FINANCIAL ADVISORY of WILMINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 299507
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299507/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299507/similar
- Related entities: https://search.stillhousedata.com/firm/299507/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299507

---

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.