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.