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William David Schultz

Leo Wealth Americas, LLC

Hurst, TX

CRD 2219862

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Employer firm

Leo Wealth Americas, LLC CRD 338799

$512M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Leo Wealth Americas, Llc

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bft Financial Group, Llc Bedford TX 08/2002 Present
Leo Wealth, Llc Bedford TX 08/2021 Present
Bft Financial Group, Llc Bedford TX 01/2002 Present
Leo Wealth Americas, Llc Hurst TX 11/2025 Present
  • 08/2002 → Present
    Bft Financial Group, Llc
    Bedford, TX
  • 08/2021 → Present
    Leo Wealth, Llc
    Bedford, TX
  • 01/2002 → Present
    Bft Financial Group, Llc
    Bedford, TX
  • 11/2025 → Present
    Leo Wealth Americas, Llc
    Hurst, TX
Previous Registrations
Other Businesses

FIXED HEALTH & LIFE INSURANCE SALES, NOT INVESTMENT RELATED, ABOUT 1% OF TIME SPENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1992-04-07
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1992-04-07

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
FIRST WESTERN SECURITIES, INC.
EDWARD JONES

Nearby Investors

GARY WENDELL HIBBETT
ROBERT JEFFREY TAYLOR
JERALD RICHARD COOPERMAN

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · HURST, TX
FIRST WESTERN SECURITIES, INC. · HURST, TX
FIRST WESTERN SECURITIES, INC. · HURST, TX

More in Hurst, TX

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