Leo Wealth
Leo Wealth is an employee-owned independent wealth management firm providing holistic investment, tax, insurance, estate, retirement, and cross-border planning services to high-net-worth individuals, executives, business owners, families, and global citizens across the US and Asia.
- Company typePrivate
- Founded2021
- HeadquartersHurst, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
Leo Wealth firmographics
Firmographics- Name
- Leo Wealth
- Legal name
- Leo Wealth, LLC
- Website
- https://leowealth.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Leo Wealth is an employee-owned independent wealth management firm providing holistic investment, tax, insurance, estate, retirement, and cross-border planning services to high-net-worth individuals, executives, business owners, families, and global citizens across the US and Asia.
- Ownership category
- akta.pro rank
Leo Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Leo Wealth is headquartered
LocationHeadquarters
- HQ city
- Hurst
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
Leo Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Advisory Fees (AUM-Based): Annual fees charged as a percentage of assets under management, billed monthly or quarterly in advance or arrears. Fee schedule ranges from 1.5% for accounts under $500K to 0.35% for accounts above $150M, with negotiated rates available based on client complexity, assets under management, and relationship scope. Fees reduce client investable assets and represent the primary revenue stream.
- Financial Planning Fees: Charged on an hourly basis ($100–$500/hour) or as a fixed fee ($350–$15,000) depending on complexity. Financial planning clients may receive fee offsets if they subsequently engage portfolio management services. A full refund is available within 30 days of plan delivery.
- Consulting Services Fees: Fees for focused advisory on specific topics (estate planning, retirement, etc.) charged hourly ($100–$350/hour), fixed fee ($350–$15,000), or as a percentage of assets under advisement (0.25%–3.0%).
- Insurance Commission Revenue: In-house team and affiliated Leo Insurance Solutions LLC sell life, disability, long-term care, and fixed insurance products on a commission basis. This creates a conflict of interest as representatives have an incentive to recommend insurance products for commission rather than solely based on client need.
- Securities Transaction-Based Revenue: Affiliated broker-dealer BFT Financial Group, LLC executes securities transactions generating commissions and 12b-1 fees for registered representatives. Some advisory clients hold assets in commission-based brokerage accounts alongside fee-based advisory accounts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | AUM-Based Fee Schedule (ERISA and non-ERISA accounts) |
| Other | Pay-as-you-go | Financial Planning — Hourly |
| Other | Multi-year contract | Financial Planning — Fixed Fee |
| Other | Pay-as-you-go | Consulting Services — Hourly |
| Subscription | Quarterly | Consulting Services — Percentage of Assets Under Advisement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Leo Wealth product offering
Product offeringCore offering
Leo Wealth is an employee-owned, independent registered investment adviser providing holistic wealth management for high-net-worth individuals, families, business owners, corporate executives, and global citizens. Core services include discretionary investment management (ETF-based, single-stock systematic, and multi-manager alternative portfolios), comprehensive financial planning, tax planning and preparation, insurance solutions, retirement plan management, and cross-border wealth advisory. The firm operates across US offices (Hurst TX, Boca Raton FL, Edison NJ, New York NY) and international offices (Hong Kong, Japan, Singapore), managing approximately $2.66 billion in assets under management as of December 31, 2024.
Product overview
Leo Wealth is an employee-owned independent wealth management firm offering a holistic suite of services spanning Wealth Management, Investments, Tax Planning & Preparation, Insurance, Retirement Planning, and Cross Border Expertise. The investment offering is built around two primary pillars: (1) LEO ETF Model Portfolio Management providing Core ETF models (Global Equity ETF, US Focused Equity ETF, US Focused Balanced ETF, Global Balanced ETF, Commodities), Thematic ETF models, and Single-Stock Model Portfolio Management using a systematic multi-factor 30-factor framework across regional and thematic strategies (Global Brands, Asia Leaders, Global Value, Equity Income, REITs, Healthcare, Technology); and (2) Alternative investment strategies delivered via the LEO Multi-Manager Approach and LEO Advice Approach for private credit, private equity, and hedge fund allocations. The firm also provides Financial Planning, Third-Party Money Manager selection/monitoring, and ERISA 3(21) Fiduciary Services for retirement plans. All services are delivered through independent fiduciary advisors with no ties to product providers.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Quantifiable outcome
- AUM of $2.66 billion as of December 31, 2024, demonstrating scale and market trust.
Companies that use Leo Wealth
Customer profileSegments5 records
Ideal customer profiles5 records
Leo Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Leo Wealth partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- SchwabcoreLeo Wealth recommends client assets be custodied at Schwab, a FINRA-registered broker/dealer and SIPC member. Schwab serves as the primary qualified custodian for client accounts. This is a standard custodial relationship enabling account administration, trade settlement, and asset custody.
- FidelitycoreLeo Wealth recommends client assets be custodied at Fidelity, a FINRA-registered broker/dealer and SIPC member. Fidelity serves as an alternative qualified custodian option for client accounts, providing trade settlement and asset custody services.
- TD AmeritradecoreLeo Wealth recommends client assets be custodied at TD Ameritrade, a FINRA-registered broker/dealer and SIPC member. TD Ameritrade serves as a qualified custodian option for client account administration and asset custody.
- Interactive BrokerscoreLeo Wealth recommends client assets be custodied at Interactive Brokers, a FINRA-registered broker/dealer and SIPC member. Interactive Brokers is cited as a preferred custodian option especially for international clients, providing global account access.
- BFT Financial Group, LLCcoreBFT Financial Group, LLC is Leo Wealth's affiliated FINRA/SIPC-member broker-dealer. Registered representatives of Leo Wealth are separately licensed through BFT Financial Group to sell securities products including mutual funds, variable life products, and collect commissions. This affiliated structure enables bundled brokerage and advisory services.
- LeoGroup Tax Services, LLCcoreLeoGroup Tax Services (LGTS) is Leo Wealth's affiliated tax preparation firm providing tax services to Leo Wealth clients on a fixed fee or time-and-materials basis. Tax fees may be billed directly or included in the consulting fee. LGTS provides in-house tax capabilities enabling integrated tax and investment planning.
- Leo Insurance Solutions, LLCcoreLeo Insurance Solutions is Leo Wealth's affiliated insurance agency. In-house advisors and affiliated agents, licensed as insurance agents, sell fixed insurance products (life, disability, long-term care) through Leo Insurance on a commission basis. This enables integrated risk management within the holistic wealth management offering.
- LeoGroup Fund Services, LLCcoreLeoGroup Fund Services (LGFS) is a registered investment adviser and affiliate entity that manages LeoGroup Private Investment Access (LGPIA), a private multi-series fund invested in privately held debt and equity securities. LGFS also receives fees from Niagara Credit Income Fund management and provides administrative services to funds.
- LeoGroup Consulting, LLCminorLeoGroup Consulting (LGC) is an affiliated entity providing financial consulting. Some LGC clients also engage Leo Wealth for investment management. Where LGC advice constitutes investment advice, clients are required to sign advisory agreements with Leo Wealth (with or without fees charged).
Scale indicators1 record
Recent moves7 records
Expansion highlights6 records
Leo Wealth competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Private, family-owned multifamily office providing investment management, wealth planning, and family office services to UHNW families — comparable in serving HNW/family office clients with comprehensive services.
- Creative Planning: Large independent, employee-owned RIA delivering comprehensive wealth management including tax, estate, and retirement services to HNW households — directly comparable in employee ownership and holistic offering.
- Carson Group (now Carson): RIA serving financial advisors and their clients with wealth management, tax, and insurance solutions supported by a home-office platform — comparable multi-service model with affiliated broker-dealer and insurance capabilities.
- Homrich Berg: Privately held RIA providing fee-only wealth management with in-house tax planning to HNW individuals and families — comparable independent structure and multi-disciplinary service approach.
- Mercer Advisors: Large US independent RIA offering holistic wealth management with in-house tax, estate, and investment services to HNW individuals and families — closely comparable business model and target client base to Leo Wealth.
- Mariner Wealth Advisors: Independent, employee-owned RIA providing integrated wealth management, tax, estate, and retirement planning to HNW clients — a direct comparable in structure, multi-disciplinary offering, and growth-via-acquisition strategy.
Broad incumbents
- Focus Financial Partners: Public-traded partnership of independent RIAs offering wealth management with integrated tax and planning capabilities — broader scale and a rollup platform that Leo Wealth competes against for advisor talent and M&A.
- Brown Brothers Harriman (BBH Wealth Management): Private, partnership-owned wealth manager with private banking, investment management, and trust services for UHNW families — broader scope and balance-sheet scale, but overlapping in HNW/family office client base and global cross-border capability.
- Edelman Financial Engines: Large independent RIA providing wealth planning, investment management, and retirement plan services to mass-affluent and HNW households — comparable fee-based RIA model with holistic planning emphasis.
Emerging players
- Geneva Capital Group: Independent RIA focused on holistic wealth management for HNW individuals, often integrating tax and estate services — comparable target market and integrated offering, though smaller scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Leo Wealth social profiles
Digital presenceLeo Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Leo Wealth leadership team
Management profileNumber of profiles
Profiles10 records
Leo Wealth subsidiaries and ownership
Company hierarchySubsidiaries8 records
Leo Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Leo Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Leo Wealth
What does Leo Wealth do?
Leo Wealth is an employee-owned, independent registered investment adviser providing holistic wealth management for high-net-worth individuals, families, business owners, corporate executives, and global citizens. Core services include discretionary investment management (ETF-based, single-stock systematic, and multi-manager alternative portfolios), comprehensive financial planning, tax planning and preparation, insurance solutions, retirement plan management, and cross-border wealth advisory. The firm operates across US offices (Hurst TX, Boca Raton FL, Edison NJ, New York NY) and international offices (Hong Kong, Japan, Singapore), managing approximately $2.66 billion in assets under management as of December 31, 2024.
Is Leo Wealth a public or private company?
Leo Wealth is a private company. It is classified as management employee owned and is currently operating.
When was Leo Wealth founded?
Leo Wealth was founded in 2021. It employs 51 to 100 people.
Where is Leo Wealth based?
Leo Wealth is headquartered in Hurst, United States, in the North America region.
How does Leo Wealth make money?
Five revenue lines are on record. Investment Advisory Fees (AUM-Based) is the primary driver. The others are financial Planning Fees, consulting Services Fees, insurance Commission Revenue and securities Transaction-Based Revenue.
Who are Leo Wealth's main competitors?
Direct peers on record are Bessemer Trust, Creative Planning, Carson Group (now Carson), Homrich Berg, Mercer Advisors and Mariner Wealth Advisors. Broad incumbents are Focus Financial Partners, Brown Brothers Harriman (BBH Wealth Management) and Edelman Financial Engines. Geneva Capital Group is listed as an emerging player.
Does Leo Wealth have an API?
No public API is recorded for Leo Wealth.
What industry is Leo Wealth in?
Leo Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.