RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 13, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, MANDI, NICOLEISHAREHOLDER, DIRECTORD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDER, CHIEF COMPLIANCE OFFICERD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDER, CHIEF COMPLIANCE OFFICERD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDER, CHIEF COMPLIANCE OFFICERD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDERD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDERD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDER, CHIEF COMPLIANCE OFFICERD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDER, CHIEF COMPLIANCE OFFICERD Control
LEONARD, SCOTT, ALANIPRES., DIRECTOR, SHAREHOLDERD Control

Registrations

Federal

IA
Sep 13, 2005 REGISTERED

Notice Filings (1)

CA

Address

417 BERYL STREET
REDONDO BEACH, CA 90277
USA
Phone: 310-697-0400