LWEALTH, LLC
Legal name: LEAP WEALTH MANAGEMENT
CRD #152253 SEC #801-112978 DALLAS, TX 214-420-7441
SEC Registered
Total AUM
$272.5M
Discretionary
$271M
Employees
5
Clients
10
Accounts
1,146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $272.5M | $271M | $1.4M | 5 | 0 |
| Apr 2024 | $229.5M | $229.1M | $471.1K | 5 | 0 |
| Feb 2024 | $229.5M | $229.1M | $471.1K | 5 | 0 |
| Oct 2023 | $203.8M | $200.1M | $3.7M | 5 | 0 |
| Jul 2023 | $203.8M | $200.1M | $3.7M | 5 | 0 |
| Mar 2023 | $203.8M | $200.1M | $3.7M | 5 | 0 |
| May 2022 | $228.1M | $222.6M | $5.5M | 4 | 0 |
| Apr 2022 | $228.1M | $222.6M | $5.5M | 4 | 0 |
| Mar 2022 | $228.1M | $222.6M | $5.5M | 4 | 0 |
| Mar 2021 | $174.5M | $171.5M | $3M | 4 | 0 |
| May 2020 | $143M | $140M | $3M | 4 | 0 |
| May 2020 | $143M | $140M | $3M | 4 | 0 |
| Mar 2020 | $143M | $140M | $3M | 4 | 0 |
| May 2019 | $118.2M | $116.1M | $2.1M | 3 | 0 |
| May 2019 | $118.2M | $116.1M | $2.1M | 3 | 0 |
| Feb 2019 | $118.2M | $116.1M | $2.1M | 4 | 0 |
| May 2018 | $106.2M | $106M | $140.8K | 4 | 0 |
| May 2018 | $106.2M | $106M | $140.8K | 4 | 0 |
| Mar 2018 | $106.2M | $106M | $140.8K | 4 | 0 |
| Sep 2010 | $25M | $24M | $1M | 5 | -- |
| May 2010 | $25M | $24M | $1M | 5 | -- |
| Apr 2010 | $25M | $24M | $1M | 5 | -- |
DateMar 2025
Total AUM$272.5M
Discretionary$271M
Non-Disc.$1.4M
Employees5
Clients0
DateApr 2024
Total AUM$229.5M
Discretionary$229.1M
Non-Disc.$471.1K
Employees5
Clients0
DateFeb 2024
Total AUM$229.5M
Discretionary$229.1M
Non-Disc.$471.1K
Employees5
Clients0
DateOct 2023
Total AUM$203.8M
Discretionary$200.1M
Non-Disc.$3.7M
Employees5
Clients0
DateJul 2023
Total AUM$203.8M
Discretionary$200.1M
Non-Disc.$3.7M
Employees5
Clients0
DateMar 2023
Total AUM$203.8M
Discretionary$200.1M
Non-Disc.$3.7M
Employees5
Clients0
DateMay 2022
Total AUM$228.1M
Discretionary$222.6M
Non-Disc.$5.5M
Employees4
Clients0
DateApr 2022
Total AUM$228.1M
Discretionary$222.6M
Non-Disc.$5.5M
Employees4
Clients0
DateMar 2022
Total AUM$228.1M
Discretionary$222.6M
Non-Disc.$5.5M
Employees4
Clients0
DateMar 2021
Total AUM$174.5M
Discretionary$171.5M
Non-Disc.$3M
Employees4
Clients0
DateMay 2020
Total AUM$143M
Discretionary$140M
Non-Disc.$3M
Employees4
Clients0
DateMay 2020
Total AUM$143M
Discretionary$140M
Non-Disc.$3M
Employees4
Clients0
DateMar 2020
Total AUM$143M
Discretionary$140M
Non-Disc.$3M
Employees4
Clients0
DateMay 2019
Total AUM$118.2M
Discretionary$116.1M
Non-Disc.$2.1M
Employees3
Clients0
DateMay 2019
Total AUM$118.2M
Discretionary$116.1M
Non-Disc.$2.1M
Employees3
Clients0
DateFeb 2019
Total AUM$118.2M
Discretionary$116.1M
Non-Disc.$2.1M
Employees4
Clients0
DateMay 2018
Total AUM$106.2M
Discretionary$106M
Non-Disc.$140.8K
Employees4
Clients0
DateMay 2018
Total AUM$106.2M
Discretionary$106M
Non-Disc.$140.8K
Employees4
Clients0
DateMar 2018
Total AUM$106.2M
Discretionary$106M
Non-Disc.$140.8K
Employees4
Clients0
DateSep 2010
Total AUM$25M
Discretionary$24M
Non-Disc.$1M
Employees5
Clients--
DateMay 2010
Total AUM$25M
Discretionary$24M
Non-Disc.$1M
Employees5
Clients--
DateApr 2010
Total AUM$25M
Discretionary$24M
Non-Disc.$1M
Employees5
Clients--