CRD: 148787
Leading Edge Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 83.2% is discretionary and 16.8% is non-discretionary.
The firm reports 1 advisory representatives and 100 clients, or 100 clients per representative. That equates to $437.3K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ALKA G. OBEROI
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2293056
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Leading Edge Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.