LEO WEALTH MANAGEMENT, LLC
CRD #337537 SEC #801-134141 STATEN ISLAND, NY 201-951-6828
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEO, JAMES, C. | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LEO, JAMES, C. | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LEO, JAMES, C. | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LEO, JAMES, C. | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LEO, JAMES, C. | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Leo, James | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 26, 2025 REGISTERED
Notice Filings (3)
FL NJ NY
Address
1110 SOUTH AVENUEEXECUTIVE SUITES
STATEN ISLAND, NY 10314
United States
Phone: 201-951-6828