| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Justin Weiss Control | Managing Member, Founder | Under 5% | 2015 |
| Lbw Group Control | Owner | Over 75% | 2022 |
| Nathaniel Martin Leach Control | Managing Member, Founder & Chief Compliance Officer | Under 5% | 2015 |
Leach, Bickmore & Weiss Wealth Management, LLC reports $115.3 million in regulatory assets under management on its Form ADV.
Leach, Bickmore & Weiss Wealth Management, LLC reports 6 employees.
Leach, Bickmore & Weiss Wealth Management, LLC is based in Madison, WI and has been SEC-registered since 2026.
Leach, Bickmore & Weiss Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6410 Enterprise Lane, Suite 120, Madison, WI 53719 |
| Phone | 608-286-1321 |
| Fax | 608-234-5971 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $115.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $115.3M |