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

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

Leo Wealth manages roughly $3.2 billion through a multi‑team structure of 29 advisors and serves individuals (including high‑net‑worth clients), trusts, institutions, and retirement plans. The firm provides portfolio management (discretionary and non‑discretionary), financial planning, model portfolio implementation, selection and monitoring of third‑party managers, and ERISA 3(21) fiduciary services. Investment implementation combines model‑based and discretionary approaches: the firm offers globally implemented ETF model portfolios, thematic and closed‑end fund models, and quantitative single‑stock models that score over 14,000 stocks on approximately 30 sub‑factors, alongside asset allocation, options, margin, and alternative investment strategies as appropriate to client objectives. Leo Wealth emphasizes ETF selection for liquidity, cost, tax efficiency and sustainability and conducts due diligence on sub‑advisors (including review of regulatory filings and in‑person visits) when recommending third‑party managers. Distinctive features disclosed in the brochure include a network of affiliated entities and product sponsorships: Leo Wealth is affiliated with a broker‑dealer and an affiliated tax/accounting service, and its affiliates sponsor or manage private investment vehicles that may be offered to clients (with related conflicts and occasional advisory‑fee offsets disclosed). The firm’s regulatory disclosures and corporate history — including a prior merger and other material disclosures such as receipt of a PPP loan and specific fee‑offset practices for affiliated fund investments — are presented in the brochure.

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