Leverage Planners Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Leverage Planners Wealth Management, LLC serves individual clients—primarily non‑high‑net‑worth households—and offers discretionary asset management, comprehensive financial planning and consulting. The firm also integrates fee‑based annuity products into client portfolios and produces client newsletters and educational materials.
The firm implements client strategies through documented investment policy statements and risk‑tolerance profiles, employing fundamental, technical, and cyclical analysis with account reviews at least quarterly and more frequently as needed. Leverage Planners retains responsibility for planning and client relationships while delegating model implementation, rebalancing, trade execution and billing to an external operations partner (Triad Wealth Partners).
Noteworthy features include a regular program of free seminars and workshops and published newsletters—services that are uncommon among peers—and an affiliation with an insurance agency whose principal spends under 20% of time on insurance activities and may offer insurance products with required disclosures. Its financial planning scope is broader than typical for a firm of this size, documenting services such as family summits, cultural‑continuity planning, coordinated estate work and detailed tax, health‑care and income‑security analyses.
Client services
Expertise
Fee options
1.50% annually (negotiable; single flat rate for all assets)
$250 per hour for financial planning and consulting services
Account minimum: $100,000 (minimum may be lowered or waived in certain instances)
Main office
310 120th Ave NE, Suite 205
Bellevue WA 98005
Advisors at this office
2
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David D
Series 65
Bellevue, WA
Leverage Planners Wealth Management, LLC
David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.
Victoria H
Series 66
Bellevue, WA
Leverage Planners Wealth Management, LLC
Victoria Hockenbury is a financial advisor at Leverage Planners Wealth Management, LLC with one year of industry experience. She previously worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at Whole Foods Flagstaff and Benson City Grille. In addition to her advisory work, she serves as a weekend site sitter managing model homes for Trailside Homes. Leverage Planners Wealth Management, LLC serves primarily non-high-net-worth individual clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a documented investment process with quarterly account reviews and integrates fee-based annuity products, while providing educational seminars and newsletters.
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