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Leicht Financial Planning and Wealth Management, Inc.

● SEC registered since 2014CRD 171967SEC# 801-79965Parsippany, NJ
Export (members)
Reg. AUM
$212.1M
Employees
5
Accounts
628
Location
Parsippany, NJ

Leicht Financial Planning and Wealth Management, Inc. assets under management

Leicht Financial Planning and Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Parsippany, NJ. The firm has been registered since 2014. It reports $212.1 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/leicht-financial-planning-wealth-managementView on SEC.gov ↗

Leicht Financial Planning and Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Andrew James Leicht ControlChief Executive Officer/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Leicht Financial Planning and Wealth Management, Inc. manage?

Leicht Financial Planning and Wealth Management, Inc. reports $212.1 million in regulatory assets under management on its Form ADV.

How many employees does Leicht Financial Planning and Wealth Management, Inc. have?

Leicht Financial Planning and Wealth Management, Inc. reports 5 employees.

Where is Leicht Financial Planning and Wealth Management, Inc. located?

Leicht Financial Planning and Wealth Management, Inc. is based in Parsippany, NJ and has been SEC-registered since 2014.

Does Leicht Financial Planning and Wealth Management, Inc. disclose fund performance?

Leicht Financial Planning and Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 Lanidex Plaza - Suite 110, Parsippany, NJ 07054
Phone973-599-0400
Fax973-599-0401
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
CIK1710666
Discloses disciplinary historyNo

Assets under management

Discretionary$212.1M
Non-discretionary$0
Total (RAUM)$212.1M