Alka G. Oberoi

Employer firm

Leading Edge Wealth Management, LLC CRD 148787

$43.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Leading Edge Wealth Management, Llc
  Schaumburg, IL
• 02/2012 → Present
  Leigh Baldwin & Co., Llc
  Cazenovia, NY
• 07/2026 → Present
  Copley Alternative Investments Inc.
  San Diego, CA

Previous Registrations

• 2008-07-18 → 2009-05-08
  Brewer Investment Advisors Llc
  Chicago, IL
• 1996-02-07 → 2008-07-18
  Ameriprise Financial Services, Llc
  St Charles, IL
  Arlington Hts, IL
  Schaumburg, IL

Other Businesses

1. RIA, PRINCIPAL OF LEADING EDGE WEALTH MANAGEMENT; FEBRUARY 2009; 30 HRS/WEEK DURING MARKET HOURS; INVESTMENT-RELATED. 3. FIXED LIFE INSURANCE PRODUCTS; FEBRUARY 2009; 5 HRS/WEEK DURING MARKET HOURS; Retirement Income & Comprehesive Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-22
• S63 Uniform Securities Agent State Law Examination
  1992-11-27

Other Names

• Alka Bagga
• Alka Oberoi