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Leo Wealth Management, LLC

● SEC registered since 2025CRD 337537SEC# 801-134141Staten Island, NY
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
Staten Island, NY

Leo Wealth Management, LLC assets under management

Leo Wealth Management, LLC is an investment advisory firm registered with the SEC based in Staten Island, NY. The firm has been registered since 2025. It employs 1 people.
leowealthmgmt.comView on SEC.gov ↗

Leo Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
James C. Leo ControlManaging Member & Chief Compliance OfficerOver 75%2025

Frequently asked questions

How many employees does Leo Wealth Management, LLC have?

Leo Wealth Management, LLC reports 1 employees.

Where is Leo Wealth Management, LLC located?

Leo Wealth Management, LLC is based in Staten Island, NY and has been SEC-registered since 2025.

Does Leo Wealth Management, LLC disclose fund performance?

Leo Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1110 South Avenue, Executive Suites, Staten Island, NY 10314
Phone201-951-6828
Office hours9:00 To 5:00 (Et)
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo