A complete list of active advisors currently associated with Leo Wealth Americas, LLC

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

Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting (including ERISA 3(21) fiduciary services), selection and monitoring of third‑party money managers, and access to alternative/private funds and model portfolios for a mix of individuals, trusts, retirement plans, foundations and institutional clients. Its client list, as disclosed in the brochure, also includes less common institutional relationships for a firm of this size — such as sovereign wealth funds, banking or thrift institutions, insurance companies, other investment adviser clients, and state or municipal government clients. The firm implements a mix of systematic and discretionary strategies, offering core and thematic ETF model portfolios, closed‑end fund and single‑stock models, and a variety of specialty allocations; its single‑stock process uses a quantitative dataset that scores over 14,000 global names on roughly 30 sub‑factors (Value, Safety, Payout, Quality, Momentum, Sentiment). Leo Wealth Americas emphasizes diversification, tax‑efficiency and low‑cost ETF implementation, and conducts due diligence and ongoing monitoring of third‑party managers and sub‑advisors through multi‑stage reviews that can include in‑person visits. Noteworthy differences from many peers include its network of affiliated entities (an affiliated broker‑dealer and affiliated investment adviser/fund management vehicles that offer private funds and administrative services) and its operation through multiple independent local offices under different business names. The firm’s ADV also discloses recent material changes — updates to assets under management and additional disclosures about firm affiliations — which it highlights as part of its compliance reporting.

To learn more about the advisors currently working at Leo Wealth Americas, 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.