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Building 2LEO WEALTH, LLC

Map pinHURST, TX
Phone817-354-1090
NotebookSEC #801-108435
Total AUM
$3.2B
Employees
43
Clients
1,714

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
860 AIRPORT FREEWAY
SUITE 402
HURST
TX 76054
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
817-354-1090
Other Offices
10

ReceiptFinancials

Total AUM
$3.2B
Accounts
5,195
Discretionary
$2.8B
Accounts
4,876
Non-Discretionary
$420.7M
Accounts
319

ContactClients

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Individual Clients
1,261
AUM
$564.5M
HNW Individual Clients
453
AUM
$2.6B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIAINLAMAMDMIMNNCNENHNJNMNVNYOKPATXVA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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