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Leafhouse Financial Advisors, LLC

● SEC registered since 2013CRD 149694SEC# 801-78809Austin, TX
Export (members)
Reg. AUM
$20.72B
Employees
27
Accounts
3,859
Location
Austin, TX

Leafhouse Financial Advisors, LLC assets under management

Leafhouse Financial Advisors, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2013. It reports $20.7 billion in regulatory assets under management and employs 27 people.
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Leafhouse Financial Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew John Aschettino ControlChief Financial OfficerUnder 5%2024
Dallas Marie Villarreal ControlSvp, Operations & CcoUnder 5%2021
Kassandra Theresa Hendrix ControlChief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Leafhouse Financial Advisors, LLC manage?

Leafhouse Financial Advisors, LLC reports $20.7 billion in regulatory assets under management on its Form ADV.

How many employees does Leafhouse Financial Advisors, LLC have?

Leafhouse Financial Advisors, LLC reports 27 employees.

Where is Leafhouse Financial Advisors, LLC located?

Leafhouse Financial Advisors, LLC is based in Austin, TX and has been SEC-registered since 2013.

Does Leafhouse Financial Advisors, LLC disclose fund performance?

Leafhouse Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX 78730
Phone(512) 879-1505
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$16.99B
Non-discretionary$3.72B
Total (RAUM)$20.72B