A complete list of active advisors currently associated with Leppla Capital Management LLC

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

Leppla Capital Management LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), trusts, business entities, and retirement plans. Services described in the brochure include creation of a Financial Blueprint used as an investment policy statement, ongoing portfolio supervision, subscription-based investment recommendations, and design/management of defined contribution and defined benefit plans. The firm documents client risk tolerance with a questionnaire and implements portfolios across mutual funds, ETFs, equities, bonds and other instruments, using a mix of fundamental, technical, charting and cyclical analysis. Investment implementation can include long- and short-term trading, options, short sales and margin; the firm also offers performance-fee arrangements for qualified investors and may direct clients to third‑party money managers under disclosed fee‑sharing arrangements. Noteworthy distinctions include that a principal of the firm practices as an attorney and a real estate broker and may, on occasion, offer clients products or advice from those activities (with disclosure and without solicitation). The firm operates with a small client base while managing multi‑tens of millions in assets and supports subscription services plus fee‑sharing referrals to other managers—features that are less common among peers in its category.

To learn more about the advisors currently working at Leppla Capital 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.

Name	Location	Years of experience
Bruce Leppla	San Francisco, CA	15

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support