Dallas, TX Office

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.