Leading Edge Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$43,409,305
Clients
99
Advisors
1
of 1 employees
About
Leading Edge Wealth Management serves individual and high‑net‑worth clients and their related trusts and estates, offering discretionary and non‑discretionary portfolio management, written financial planning engagements, and periodic educational seminars. The firm reports approximately $43.7 million in assets under management and structures services around clients’ stated goals, risk tolerance, and personal circumstances.
The firm’s investment approach is client‑specific and grounded in modern portfolio theory, using a mix of institutional mutual funds, ETFs, individual securities, and third‑party model portfolios and managers. Analysis and implementation rely on quantitative methods, optimization tools, and third‑party software and research to construct and monitor allocations and to recommend manager or model selections.
Noteworthy for an independent adviser, the firm’s advisory personnel are licensed insurance agents and may receive commission compensation for insurance product sales, and the firm maintains an arrangement with a non‑affiliated insurance marketing firm to run seminars tailored toward pre‑retirees and retirees. Those arrangements — including receipt of fee sharing tied to seminar attendees’ insurance purchases — are disclosed as potential conflicts of interest and distinguish the firm from many peers that do not combine advisory services with insurance brokerage and marketing fee arrangements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees typically range from $1,500 to $5,000
Maximum annual fee of 1.5% of assets under management, fees are negotiable
Advisory professionals may receive commission-based compensation for the sale of insurance products, separate from advisory fees
Financial planning billed at $300 per hour
Ongoing financial planning services charged as an annual retainer paid quarterly
Account minimum: $250,000
Main office
1600 Golf Road, Suite 1200
Rolling Meadows IL 60008
Advisors at this office
1
Most active in
Alabama · Florida · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)