New York, NY Office

Leo Wealth serves individuals (including high‑net‑worth clients), trusts, foundations, pension and profit‑sharing plans, and corporate clients, offering portfolio management, financial planning, model portfolio management, third‑party manager selection and monitoring, ERISA 3(21) fiduciary services, and consulting. The firm manages both discretionary and non‑discretionary accounts and supports implementation through recommended custodians and sub‑advisors.

The firm’s investment program combines ETF‑based core and thematic models with single‑stock systematic strategies that score more than 14,000 global stocks across roughly 30 sub‑factors to select names and construct diversified, risk‑tiered allocations. Leo Wealth uses a mix of internal models, third‑party sub‑advisors, and tools such as derivatives, margin (when authorized), and digital‑asset vehicles in some strategies, and its model portfolios are reviewed on a regular (quarterly) basis.

The firm’s 2026 brochure discloses recent material changes and enhanced risk disclosures — including the appointment of a new chief compliance officer and expanded Item 8 disclosures regarding the firm’s use of margin, derivative instruments, and virtual assets (including cryptocurrency). Leo Wealth is organized as an amalgamation of affiliated entities that provide brokerage, tax, insurance, and fund services and may offer clients access to affiliated private funds (with disclosed fee‑sharing and other potential conflicts), which the brochure describes and addresses.