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Leach, Bickmore & Weiss Wealth Management, LLC

Leach, Bickmore & Weiss Wealth Management, LLC. CRD 281302

L

CRD: 281302

Leach, Bickmore & Weiss Wealth Management, LLC

Madison, WI, 53719
6082861321
www.lbw-wealth.com
$115.3M Total AUM
$115.3M Disc. AUM
-- 3Y CAGR
6 Employees
330 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Legacy
Established Date
09-28-2015
Office Locations
2

Office Locations

3445 Winton Place Suite 228a Rochester NY
6410 Enterprise Lane Suite 120 Madison WI

About Leach, Bickmore & Weiss Wealth Management, LLC

LBW Wealth Management (Madison, WI) provides subscription-based personal and business financial consulting and ongoing financial planning, built around a team-driven, highly customizable process. Investment implementation emphasizes public funds, including ETFs and index strategies (with fixed income as needed). The firm also supports planning for entrepreneurs, including retirement, estate, and business succession work, with custody that includes Schwab.

Team overview

37 AVG AGE
$115.3M AVG AUM / ADVISOR
$349.5K AVG AUM / CLIENT
7.3 yrs AVG TENURE
6 Employees
1 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Eagle vital Element unison

Client Personas

Harbor

Custodian

Bridge quantum Crest ember Glacier pioneer Catalyst

Investment Themes

Zenith Insight matrix Radial catalyst

Investment Vehicles

Glacier Fusion pioneer

Platform

Glacier glacier Alpha insight

Services

Wave vital Frontier Meridian North optima Radial quantum Focus atlas Vector momentum

Technology

Quantum

Owner & Executives

T

TIMOTHY SHANE BICKMORE

FOUNDER, Managing Member

CRD
#6172674
Ownership
Less than 5%
(591) 684-5828
meridian.catalyst@northcapital.com
in linkedin.com/in/matrix-beacon
NATHANIEL MARTIN LEACH

NATHANIEL MARTIN LEACH

Chief Compliance Officer, FOUNDER, Managing Member

CRD
#6130228
Ownership
Less than 5%
(929) 768-3990
ridge.meridian@deltacapital.com
in linkedin.com/in/ridge-beacon
V

Vertex foundation

Vector legacy

CRD
#35038
Ownership
48.1%
(321) 860-5869
value.timber@northcapital.com
in linkedin.com/in/glacier-quantum

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Contacts

G

Gary FREDERICK Grosskopf

Senior Financial Planning Analyst

CRD
#7262212
(810) 631-4546
ridge.frontier@vertexcapital.com
in linkedin.com/in/signal-meridian
B

BEN VITALY ROZIN

--

CRD
#6736477
(893) 647-2875
focus.harbor@focuscapital.com
in linkedin.com/in/horizon-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-18-2026
Category Assets AVG. Account size
Discretionary $115,343,421 $189,710
Non-Discretionary $0 --
Total $115,343,421 $189,710

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Separately Managed Accounts

Total SMA Asset: $115,343,421

$115.3M Total SMA
Public Funds:
45.4%
Equity - Exchange:
20.4%
Cash:
17.9%
U.S. Government/Agency:
16.3%
Asset class Assets Assets %
Public Funds $1,297,324,639 45.4%
Equity - Exchange $582,938,825 20.4%
Cash $511,500,243 17.9%
U.S. Government/Agency $465,779,551 16.3%
Total $2,857,543,258 100.0%

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