LEONARD WEALTH MANAGEMENT, LLC

LEONARD WEALTH MANAGEMENT, LLC of LINCOLNTON, NC is an SEC-registered investment adviser (CRD 311277). Regulatory assets under management: $6.7M.

Registration

• CRD: 311277
• Type: Registered investment adviser
• Location: 312 EAST WATER STREET, LINCOLNTON, NC, 28092
• Phone: 704-735-7427
• Latest filing: 2026-03-16
• Regulatory AUM: $6.7M
• Discretionary AUM: $6.7M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search