LEADING EDGE FINANCIAL PLANNING LLC
CRD #277149 SEC #801-120413 KNOXVILLE, TN 865-240-2292
SEC Registered
Total AUM
$360.2M
Discretionary
$360.2M
Employees
13
Clients
101
Accounts
1,388
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $360.2M | $360.2M | $0 | 13 | 0 |
| Jun 2025 | $360.2M | $360.2M | $0 | 13 | 0 |
| May 2025 | $360.2M | $360.2M | $0 | 13 | 0 |
| Apr 2025 | $360.2M | $360.2M | $0 | 13 | 0 |
| Feb 2025 | $360.2M | $360.2M | $0 | 13 | 0 |
| Dec 2024 | $273.7M | $273.7M | $7.5K | 12 | 0 |
| Nov 2024 | $273.7M | $273.7M | $7.5K | 12 | 0 |
| Mar 2024 | $273.7M | $273.7M | $7.5K | 12 | 0 |
| Sep 2023 | $193M | $193M | $0 | 10 | 0 |
| Mar 2023 | $193M | $193M | $0 | 10 | 0 |
| Mar 2023 | $193M | $193M | $0 | 10 | 0 |
| Nov 2022 | $174.2M | $174.2M | $0 | 10 | 0 |
| Jun 2022 | $174.2M | $174.2M | $0 | 10 | 0 |
| Mar 2022 | $174.2M | $174.2M | $0 | 10 | 0 |
| Aug 2021 | $135.2M | $135.2M | $0 | 7 | 0 |
| Jan 2021 | $135.2M | $135.2M | $0 | 7 | 0 |
DateAug 2025
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees13
Clients0
DateJun 2025
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees13
Clients0
DateMay 2025
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees13
Clients0
DateFeb 2025
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees13
Clients0
DateDec 2024
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$7.5K
Employees12
Clients0
DateNov 2024
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$7.5K
Employees12
Clients0
DateMar 2024
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$7.5K
Employees12
Clients0
DateSep 2023
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees10
Clients0
DateAug 2021
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees7
Clients0