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Leo Wealth Americas, LLC CRD 338799
$512M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Colleyville | TX | 07/2011 | Present |
| Leo Wealth Llc | Hurst | TX | 08/2021 | Present |
| Bft Financial Group, Llc | Hurst | TX | 05/2013 | Present |
| Bft Financial Group, Llc | Hurst | TX | 09/2013 | Present |
| Leo Wealth Americas, Llc | Hurst | TX | 11/2025 | Present |
ACCOUNTING CONSULTING NON-INVESTMENT RELATED POSITION-CONSULTANT HR/MO 5-10 DURING TRADING HOURS ASSIST WITH BUSINESS ACCOUNTING QUESTIONS AND OTHER AREAS SUCH AS JOB POSITION DUTIES, BUDGETING, ETC... PINSON REALTY, LLC RENTAL OF RESIDENTIAL PROPERTIES. COMPENSATION IS FORM OF DISTRIBUTION FROM LLC AS RENTS ARE COLLECTED. APPROXIMATELY LESS THAT 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-26 |
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