| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Allen Leap Control | Member | 50-75% | 2009 |
| Trey Kenyon Taylor Control | Managing Member/Chief Compliance Officer | 25-50% | 2019 |
Lwealth, LLC reports $272.5 million in regulatory assets under management on its Form ADV.
Lwealth, LLC reports 5 employees.
Lwealth, LLC is based in Dallas, TX and has been SEC-registered since 2018.
Lwealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6301 Gaston Ave, Suite 205, Dallas, TX 75214 |
| Phone | 214-420-7441 |
| Fax | 214-420-7443 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $271M |
| Non-discretionary | $1.4M |
| Total (RAUM) | $272.5M |