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

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

Leo Wealth Management provides discretionary asset management and financial planning for individuals, high-net-worth clients, IRAs, trusts, estates and business entities. Services described in the brochure include portfolio construction and ongoing management across equities, fixed income, exchange-traded funds, options and related financial planning, including insurance recommendations. The adviser tailors allocations to client goals, time horizon and risk tolerance and emphasizes continuous monitoring with at least annual formal reviews. Investment methods combine tactical and technical analysis with active rebalancing, cash management and a tax‑loss harvesting approach, and the firm may use options as part of its strategies. Distinctive features noted in the disclosure include SEC registration soon after the firm’s 2022 organization and roughly $37.3 million in assets under management, no stated account minimum, and a recommendation to use Charles Schwab’s institutional custody and trading services. The brochure also discloses that the firm’s principal is a licensed insurance agent (insurance work represents about 10% of his time), that the firm does not accept proxy‑voting responsibility, and that it does not aggregate trades — operational points the firm highlights as potential conflicts or procedural differences from many peers.

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