Leap Wealth Management

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Client assets under management

$305,538,403

Clients

363

35% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

121

Very High

Average account size

$841,704

About

Leap Wealth Management serves individual and high‑net‑worth clients as well as employer‑sponsored retirement plans, offering investment management through a firm‑sponsored wrap fee program, financial planning and consulting, retirement plan monitoring, and ERISA fiduciary services. The firm also assists clients in identifying and conducting due diligence on third‑party money managers and uses third‑party providers for estate‑planning work.

Leap combines multiple methods of analysis — including fundamental, technical, charting and cyclical analysis — and offers actively managed portfolios that may be tailored to client restrictions and goals; it also delegates discretionary management to independent managers when appropriate. The firm employs a broad range of strategies, explicitly including long‑ and short‑term purchases, short sales, margin, option writing (covered calls and spreads), private equity and private credit investments, and allocations to digital assets and cryptocurrency ETFs.

Notable operational features in the brochure include a firm‑sponsored wrap fee program, explicit use of derivatives and options strategies in managed accounts, and provision of digital‑asset services using custodians such as Bitgo, Gemini, Equity Trust and Eaglebrook. The brochure also discloses that some representatives are licensed insurance agents who may receive commissions for insurance products and that Leap receives a portion of fees from certain third‑party money managers, while noting the firm does not itself sell securities for commissions or take custody of client assets.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees charged for financial planning and consulting services; fees are negotiable and agreed upon at engagement start

Project-based

Hourly fees charged for financial planning and consulting services, based on scope and complexity

Other

Minimum fee: Minimum fee of $1,000 for written financial plans

Main office location

Leap Wealth Management

6301 Gaston Ave, Suite 205

Dallas TX 75214, United States

Number of offices

Most active in

Colorado · Florida · New Hampshire · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 214-420-7441

Advisors at this firm

Jon M

Series 63, Series 65

Round Rock, TX

Leap Wealth Management

Jon Mclain is a financial advisor at Leap Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leap since 2014. Outside of his advisory role, he owns AutoShield, a business supplying paint and headlamp lens protection films for various vehicles, and he operates as an independent insurance agent focusing on fixed insurance and annuities. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, utilizing a variety of analysis methods and a broad range of investment strategies, including digital asset services.

Options & derivatives strategies Founder/Business Owner Executive

Christopher L

CFP®, Series 63

Dallas, TX

Leap Wealth Management

Christopher Leap is a CFP® with 30 years of industry experience and has been a principal at Leap Wealth Management since 2010. He holds a Series 63 license and is based in Dallas, TX. Outside of his advisory work, he serves on the board of the Bill Rompf Junior Tennis Foundation. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, employing a range of active strategies including derivatives, options, private equity, and digital asset investments.

Options & derivatives strategies Founder/Business Owner Executive

Trey T

Series 66

Dallas, TX

Leap Wealth Management

Trey Taylor is a financial advisor at Leap Wealth Management in Dallas, TX, holding a Series 66 designation with 20 years of industry experience. He has been with Leap Wealth Management since 2010. In addition to his advisory role, he acts as an independent insurance agent, focusing on the sale of fixed insurance and annuities on a limited basis. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm employs a range of analytic methods and strategies, including active portfolio management and the use of derivatives and digital assets, while also leveraging third-party managers and providers for specialized services.

Options & derivatives strategies Founder/Business Owner Executive

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