Leander Wealth Management LLC

Leander Wealth Management provides discretionary investment management to individuals and high‑net‑worth clients, delivering customized portfolios built primarily from individual stocks, ETFs (including cryptocurrency ETFs), options contracts, bonds, and low‑cost mutual funds. The firm is newly formed and, at the time of its ADV filing, reported no assets under management and does not rely on model portfolios or third‑party money managers.

The firm’s investment process combines fundamental, technical, and charting analysis with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or tactical purposes, and it may employ options strategies such as covered calls and protective puts (but not uncovered option writing). Accounts are managed on a discretionary basis, and clients can place reasonable investment restrictions or retain legacy holdings for tax or fit reasons.

Notable distinctions include the firm’s emphasis on direct portfolio management for individual clients — an uncommon service among firms with its regulatory profile — its explicit inclusion of cryptocurrency ETFs and options in client strategies, and that it does not act as a private fund adviser. The firm also discloses an institutional custodial relationship that provides technology and other economic benefits and that the principal maintains an independent insurance practice that may generate commission‑based recommendations, both of which are identified conflicts of interest.