LEO WEALTH, LLC
CRD #283891 SEC #801-108435 HURST, TX 817-354-1090
SEC Registered Disclosures
Total AUM
$2.7B
Discretionary
$2.3B
Employees
43
Clients
0
Accounts
4,566
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.7B | $2.3B | $368.5M | 43 | 0 |
| Mar 2025 | $2.7B | $2.3B | $368.5M | 43 | 0 |
| Mar 2025 | $2.7B | $2.3B | $368.5M | 43 | 0 |
| Feb 2025 | $1.5B | $1.5B | $0 | 31 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 31 | 0 |
| Mar 2023 | $1.8B | $1.8B | $9.6M | 28 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 32 | 0 |
| Oct 2021 | $1.5B | $1.5B | $0 | 32 | 2 |
| Sep 2021 | $1.5B | $1.5B | $0 | 32 | 2 |
| Jun 2021 | $594.6M | $594.6M | $0 | 10 | 2 |
| Mar 2021 | $594.6M | $594.6M | $0 | 10 | 2 |
| Jun 2020 | $480.6M | $480.6M | $0 | 9 | 36 |
| Jun 2020 | $480.6M | $480.6M | $0 | 9 | 36 |
| Jun 2020 | $480.6M | $480.6M | $0 | 9 | 36 |
| Mar 2020 | $480.6M | $480.6M | $0 | 9 | 36 |
| Apr 2019 | $422.6M | $422.6M | $0 | 8 | 30 |
| Mar 2019 | $422.6M | $422.6M | $0 | 8 | 30 |
| Oct 2018 | $338M | $338M | $0 | 9 | 23 |
| Jun 2018 | $338M | $338M | $0 | 9 | 23 |
| Mar 2018 | $338M | $338M | $0 | 9 | 23 |
| Oct 2017 | $168.4M | $168.4M | $0 | 12 | 0 |
| Mar 2017 | $154.4M | $154.4M | $0 | 13 | 200 |
| Dec 2016 | $244.2M | $244.2M | $0 | 13 | 200 |
| Sep 2016 | $244.2M | $244.2M | $0 | 13 | 200 |
DateJul 2025
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$368.5M
Employees43
Clients0
DateMar 2025
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$368.5M
Employees43
Clients0
DateMar 2025
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$368.5M
Employees43
Clients0
DateFeb 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees31
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees31
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.6M
Employees28
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees32
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees32
Clients2
DateSep 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees32
Clients2
DateJun 2021
Total AUM$594.6M
Discretionary$594.6M
Non-Disc.$0
Employees10
Clients2
DateMar 2021
Total AUM$594.6M
Discretionary$594.6M
Non-Disc.$0
Employees10
Clients2
DateJun 2020
Total AUM$480.6M
Discretionary$480.6M
Non-Disc.$0
Employees9
Clients36
DateJun 2020
Total AUM$480.6M
Discretionary$480.6M
Non-Disc.$0
Employees9
Clients36
DateJun 2020
Total AUM$480.6M
Discretionary$480.6M
Non-Disc.$0
Employees9
Clients36
DateMar 2020
Total AUM$480.6M
Discretionary$480.6M
Non-Disc.$0
Employees9
Clients36
DateApr 2019
Total AUM$422.6M
Discretionary$422.6M
Non-Disc.$0
Employees8
Clients30
DateMar 2019
Total AUM$422.6M
Discretionary$422.6M
Non-Disc.$0
Employees8
Clients30
DateOct 2018
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees9
Clients23
DateJun 2018
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees9
Clients23
DateMar 2018
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees9
Clients23
DateOct 2017
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees13
Clients200
DateDec 2016
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees13
Clients200
DateSep 2016
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees13
Clients200