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Warren L
Series 65
Lexington, KY
Blue Castle Wealth
Warren Leet is a financial advisor at Blue Castle Wealth with a Series 65 designation and three years of industry experience. He previously worked for American Trust / Unified Trust Company for six years before joining Blue Castle Wealth, an independent advisory firm he has been with since 2022. Warren is also a partner in Leet Brothers Investments, LLC, a real estate investment and property management business, though he is currently inactive in day-to-day operations. Blue Castle Wealth serves individuals, charitable organizations, and businesses with discretionary wealth management and comprehensive financial planning. The firm uses a combination of fundamental, technical, cyclical, and charting analysis alongside modern portfolio theory to manage client portfolios on a discretionary basis tailored to client-specific policies and risk tolerances.
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