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Leo Wealth, LLC CRD 283891
$3.21B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-04-13 |
| NY | RA | APPROVED | 2021-03-09 |
Branch Locations
379 Thornall Street Floor9-Suite 9, Edison, NJ 08837 • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
100 Wood Ave South, Iselin, NJ 08830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leogroup Wealth Solutions, Llc | Iselin | NJ | 02/2021 | 08/2021 |
| Leogroup Wealth Solutions, Llc | Iselin | NJ | 09/2019 | 02/2021 |
| Wilmington Trust | Baltimore | MD | 07/2018 | 09/2019 |
| Simon Quick | Morristown | NJ | 05/2017 | 08/2017 |
| Bucknell University | Lewisburg | PA | 08/2014 | 05/2018 |
| Leo Wealth, Llc | Iselin | NJ | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-26 |
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