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Building 2LEAP WEALTH MANAGEMENT

Map pinDALLAS, TX
Phone214-420-7441
NotebookSEC #801-112978
Total AUM
$305.5M
Employees
5
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6301 GASTON AVE
SUITE 205
DALLAS
TX 75214
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
214-420-7441
Other Offices
1

ReceiptFinancials

Total AUM
$305.5M
Accounts
1,190
Discretionary
$305.3M
Accounts
1,189
Non-Discretionary
$202.9K
Accounts
1

ContactClients

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Individual Clients
235
AUM
$57.8M
HNW Individual Clients
128
AUM
$247.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNHOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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