LEEP ASSET MANAGEMENT, LLC

LEEP ASSET MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 321685). Regulatory assets under management: $16.0M.

Registration

• CRD: 321685
• Type: Registered investment adviser
• Location: 10716 CARMEL COMMONS BOULEVARD, CHARLOTTE, NC, 28226
• Phone: 980-208-6906
• Latest filing: 2026-01-27
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search