Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

LWEALTH, LLC

dba LEAP WEALTH MANAGEMENT · CRD 152253 · Registered Investment Adviser

LWEALTH, LLC is a Registered Investment Adviser headquartered in DALLAS, TX. The firm reports $305,538,403 in regulatory assets under management across 1,190 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$305,335,453
Non-discretionary$202,950
Total RAUM$305,538,403
Accounts1,190

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 152253. adviserinfo.sec.gov/firm/summary/152253.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.