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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_RES | 2026-04-20 |
Branch Locations
860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-11 |
Branch Locations
45 Rockefeller Plaza Suite 3504, New York, NY 10111 • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northfield Mount Hermon | Gill | MA | 09/2015 | 05/2019 |
| Columbia University | New York | NY | 09/2019 | 05/2023 |
| Simpson, Thacher, & Bartlett | New York | NY | 06/2020 | 08/2020 |
| Leo Wealth | New York | NY | 06/2021 | 08/2021 |
| Leo Wealth | New York | NY | 09/2022 | 08/2023 |
| Leo Wealth | New York | NY | 09/2023 | Present |
| Unemployed | Greenwich | CT | 05/2019 | 09/2019 |
| United Way Of New York City | New York | NY | 05/2018 | 08/2018 |
| Leo Wealth Americas, Llc | Hurst | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-02 |
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