LEONARD WEALTH MANAGEMENT, INC.
CRD #119719 SEC #801-62205 REDONDO BEACH, CA 310-697-0400
SEC Registered
Total AUM
$88.4M
Discretionary
$87.2M
Employees
5
Clients
51
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2008 | $180M | $180M | $0 | 5 | -- |
| Aug 2007 | $125.3M | $124.9M | $319.3K | 5 | -- |
| Mar 2007 | $125.3M | $124.9M | $319.3K | 5 | -- |
| Feb 2006 | $102.5M | $102M | $500K | 5 | -- |
| Sep 2005 | $88.4M | $87.2M | $1.2M | 5 | -- |
| Feb 2005 | $88.4M | $87.2M | $1.2M | 5 | -- |
| May 2004 | $61.1M | $58.5M | $2.6M | 5 | -- |
| Mar 2004 | $61.1M | $58.5M | $2.6M | 5 | -- |
DateFeb 2008
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$125.3M
Discretionary$124.9M
Non-Disc.$319.3K
Employees5
Clients--
DateMar 2007
Total AUM$125.3M
Discretionary$124.9M
Non-Disc.$319.3K
Employees5
Clients--
DateFeb 2006
Total AUM$102.5M
Discretionary$102M
Non-Disc.$500K
Employees5
Clients--
DateSep 2005
Total AUM$88.4M
Discretionary$87.2M
Non-Disc.$1.2M
Employees5
Clients--
DateFeb 2005
Total AUM$88.4M
Discretionary$87.2M
Non-Disc.$1.2M
Employees5
Clients--
DateMay 2004
Total AUM$61.1M
Discretionary$58.5M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2004
Total AUM$61.1M
Discretionary$58.5M
Non-Disc.$2.6M
Employees5
Clients--