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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 24, 2025
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RUSTIN, JON, D | I | LEOGROUP HOLDINGS, LLC | F | |
| RUSTIN, JON, D | I | LEOGROUP HOLDINGS, LLC | F | |
| RUSTIN, JON, D | I | LEOGROUP HOLDINGS, LLC | F | |
| RUSTIN, JON, D | I | LEOGROUP HOLDINGS, LLC | F | |
| RUSTIN, JON, D | I | LEOGROUP HOLDINGS, LLC | F | |
| RUSTIN, JON, D | I | LEOGROUP HOLDINGS, LLC | F | |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | E | Control |
| LEO CAPITAL CORP | DE | LEO CAPITAL CORP HOLDINGS, LLC | E | Control |
| LEO CAPITAL CORP | DE | LEO CAPITAL CORP HOLDINGS, LLC | E | Control |
| LEO CAPITAL CORP | DE | LEO CAPITAL CORP HOLDINGS, LLC | E | Control |
| LEO CAPITAL CORP | DE | LEO CAPITAL CORP HOLDINGS, LLC | E | Control |
| LEO CAPITAL CORP | DE | LEO CAPITAL CORP HOLDINGS, LLC | E | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | C | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | C | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | C | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | C | Control |
| ALLAIN, MATTHEW, JAMES | I | LEOGROUP HOLDINGS, LLC | C | Control |
| KATZ, ERIC, SCOTT | I | LEOGROUP HOLDINGS, LLC | C | Control |
| KATZ, ERIC, SCOTT | I | LEOGROUP HOLDINGS, LLC | C | Control |
| MASSEY, STEWART, RICHARD | I | MASSEY QUICK & CO., LLC | C | Control |
| MASSEY, STEWART, RICHARD | I | MASSEY QUICK & CO., LLC | C | Control |
| MASSEY, STEWART, RICHARD | I | MASSEY QUICK & CO., LLC | C | Control |
| QIII FAMILY ENTERPRISES LLC | DE | MASSEY QUICK & CO., LLC | C | Control |
| QIII FAMILY ENTERPRISES LLC | DE | MASSEY QUICK & CO., LLC | C | Control |
| QIII FAMILY ENTERPRISES LLC | DE | MASSEY QUICK & CO., LLC | C | Control |
| QUICK, LESLIE, CHARLES | I | MASSEY QUICK & CO., LLC | C | Control |
| QUICK, LESLIE, CHARLES | I | MASSEY QUICK & CO., LLC | C | Control |
| QUICK, LESLIE, CHARLES | I | MASSEY QUICK & CO., LLC | C | Control |
Registrations
Federal
IA
Jul 24, 2025 REGISTERED
Notice Filings (25)
AZ CA CO CT FL GA IA IL IN LA MA MD MI MN NC NE NH NJ NM NV NY OK PA TX VA
Address
860 AIRPORT FREEWAYSUITE 402
HURST, TX 76054
United States
Phone: 817-354-1090