CRD: 148787
Leading Edge Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- UnisonBridge beacon +more
- Established Date
- 01-15-2009
- Office Locations
- 1
Office Locations
About Leading Edge Wealth Management, LLC
Leading Edge Wealth Management is a fiduciary RIA focused on retirement planning and retirement income, combining portfolio risk management, tax and RMD planning, and Social Security/Medicare guidance. The firm helps clients transition toward safer, income-generating allocations and frequently implements portfolios with ETFs (custodied at Fidelity/NFS). Based in Rolling Meadows, IL, it serves clients nationwide via in-person or Zoom meetings and uses risk assessment software that produces a 1-100 risk score.
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Owner & Executives
ALKA G. OBEROI
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2293056
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,403,136 | -- |
| Non-Discretionary | $7,330,664 | -- |
| Total | $43,733,800 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,733,800
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,161,433,245 | 30.7% |
| Other | $640,685,425 | 9.1% |
| Equity - OTC | $2,210,716,740 | 31.4% |
| Cash | $640,685,425 | 9.1% |
| Derivatives | $1,386,978,336 | 19.7% |
| Total | $7,040,499,171 | 100.0% |