| Name | Title | Ownership | Since |
|---|---|---|---|
| Harmen Christiaan Overdijk Control | Cio | Under 5% | 2021 |
| Jessica Carolyn Cutrera Papadopoulos Control | President | Under 5% | 2021 |
| Jon D Rustin | Cfo | Under 5% | 2016 |
Leo Wealth, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
Leo Wealth, LLC reports 43 employees.
Leo Wealth, LLC is based in Hurst, TX and has been SEC-registered since 2016.
Leo Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 860 Airport Freeway, Suite 402, Hurst, TX 76054 |
| Phone | 732-903-2600 |
| Office hours | 8:00-5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $2.29B |
| Non-discretionary | $368.5M |
| Total (RAUM) | $2.66B |