LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
Legal name: LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
CRD #171967 SEC #801-79965 PARSIPPANY, NJ 973-599-0400
SEC Registered
Total AUM
$212.1M
Discretionary
$212.1M
Employees
5
Clients
51
Accounts
628
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $212.1M | $212.1M | $0 | 5 | 0 |
| Dec 2024 | $190.5M | $190.5M | $0 | 5 | 0 |
| Aug 2024 | $190.5M | $190.5M | $0 | 5 | 0 |
| Mar 2024 | $190.5M | $190.5M | $0 | 5 | 0 |
| Mar 2023 | $173.7M | $173.7M | $0 | 5 | 0 |
| May 2022 | $187.8M | $187.8M | $0 | 5 | 0 |
| Mar 2022 | $187.8M | $187.8M | $0 | 5 | 0 |
| Oct 2021 | $160.8M | $160.8M | $0 | 5 | 0 |
| Mar 2021 | $160.8M | $160.8M | $0 | 5 | 0 |
| Mar 2021 | $160.8M | $160.8M | $0 | 5 | 0 |
| Feb 2021 | $146.8M | $146.8M | $0 | 5 | 0 |
| Jan 2021 | $146.8M | $146.8M | $0 | 5 | 0 |
| Jul 2020 | $146.8M | $146.8M | $0 | 5 | 0 |
| Jun 2020 | $146.8M | $146.8M | $0 | 5 | 0 |
| Mar 2020 | $146.8M | $146.8M | $0 | 5 | 0 |
| Apr 2019 | $134.3M | $134.3M | $0 | 5 | 0 |
| Mar 2019 | $134.3M | $134.3M | $0 | 5 | 0 |
| Oct 2018 | $137.2M | $137.2M | $0 | 5 | 0 |
| Mar 2018 | $137.2M | $137.2M | $0 | 5 | 0 |
| Jun 2017 | $125.2M | $125.2M | $0 | 5 | 100 |
| Mar 2017 | $125.2M | $125.2M | $0 | 5 | 100 |
| Nov 2016 | $114.5M | $114.5M | $0 | 5 | 200 |
| Mar 2016 | $109M | $109M | $0 | 5 | 200 |
| Nov 2015 | $112M | $112M | $0 | 5 | 200 |
| Mar 2015 | $112M | $112M | $0 | 4 | 200 |
| Oct 2014 | $105M | $105M | $0 | 4 | 0 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
| Jul 2014 | $0 | $0 | $0 | 4 | 0 |
| Jul 2014 | $0 | $0 | $0 | 4 | 0 |
| Jul 2014 | $0 | $0 | $0 | 4 | 0 |
| Jun 2014 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees5
Clients100
DateNov 2016
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients200
DateNov 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees4
Clients200
DateOct 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0