LEO WEALTH MANAGEMENT, LLC

LEO WEALTH MANAGEMENT, LLC of STATEN ISLAND, NY is an SEC-registered investment adviser (CRD 337537). Regulatory assets under management: $33.0M.

Registration

• CRD: 337537
• SEC file number: 801-134141
• Type: Registered investment adviser
• Location: 1110 SOUTH AVENUE, EXECUTIVE SUITES, STATEN ISLAND, NY, 10314
• Phone: 201-951-6828
• Latest filing: 2026-03-26
• Regulatory AUM: $33.0M
• Discretionary AUM: $33.0M
• Clients: 1
• Accounts: 135

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search