A complete list of active advisors currently associated with Leading Edge Wealth Management, LLC

Warmer can help you find a great advisor at Leading Edge Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Leading Edge Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.