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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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