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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-05-2010
- Office Locations
- 2
Office Locations
About Leap Wealth Management
LEAP Wealth Management is a Dallas-area RIA providing tech-enabled financial planning and individualized portfolio management. The team offers hands-on retirement plan management (401(k), 403(b), TSP), tax-efficiency strategies, insurance/protection planning, and legacy/estate coordination. For qualified clients, portfolios may also incorporate digital assets and alternative investments; custody includes Schwab.
Reported data analysis
What the numbers show
Between March 11, 2025 and April 14, 2026, reported AUM increased 12.1%, from $272.5M to $305.5M.
Across 5 reported observations, AUM increased 34.0% between May 6, 2022 and April 14, 2026, from $228.1M to $305.5M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 3 advisory representatives and 363 clients, or 121 clients per representative. That equates to $841.7K in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Leap Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER ALLEN LEAP
Financial Advisor
- CRD
- #2562058
- Ownership
- 50% but less than 75%
TREY KENYON TAYLOR
Chief Compliance Officer, Managing Member, Partner, Senior Financial Advisor
- CRD
- #4825891
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JON MICHAEL MCLAIN
--
- CRD
- #2555973
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,335,453 | $256,800 |
| Non-Discretionary | $202,950 | $202,950 |
| Total | $305,538,403 | $256,755 |
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Separately Managed Accounts
SMA allocation detail is available
Leap Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.