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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | E | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | D | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | D | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | D | Control |
| LEAP, CHRISTOPHER, ALLEN | I | MEMBER | D | Control |
| TAYLOR, TREY, KENYON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| TAYLOR, TREY, KENYON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| TAYLOR, TREY, KENYON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| TAYLOR, TREY, KENYON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| TAYLOR, TREY, KENYON | I | MEMBER | B | Control |
| TAYLOR, TREY, KENYON | I | MEMBER | B | Control |
| TAYLOR, TREY, KENYON | I | MEMBER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| TAYLOR, TREY, KENYON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (5)
CO FL NH OK TX
Address
6301 GASTON AVESUITE 205
DALLAS, TX 75214
United States
Phone: 214-420-7441