$6.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
22 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- TimberFoundation capital
- Established Date
- 07-12-2004
- Office Locations
- 1
Office Locations
-- Oldsmar FL
About Lebrigh Life Planners
Lebrigh Life Planners is a boutique Oldsmar, FL wealth manager led by advisor Steven Anthony Bove. The firm provides comprehensive financial planning and wealth management, integrating clients’ financial and non-financial priorities into tailored plans. Public filings indicate a focus on entrepreneurs and portfolios that commonly use ETFs and other vehicles, with assets custodied at Vanguard.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
22 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Crest legacy North Atlas quantum Summit oak
Client Personas
Signal
Custodian
Atlas Ridge signal Vital catalyst Momentum
Investment Themes
Timber quantum Wave
Investment Vehicles
Peak summit
Services
Focus harbor North legacy Delta Timber Glacier Summit signal Signal signal Legacy Bridge
Technology
Beacon Signal unison
Owner & Executives
STEVEN ANTHONY BOVE
Financial Advisor, President
- CRD
- #2365422
- Ownership
- 75% or more
(837) 233-9722
legacy.insight@signalcapital.com
in linkedin.com/in/quantum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,988,741 | -- |
| Total | $5,988,741 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,988,741
Equity - Exchange:
38.9% Other:
38.9% Cash:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,425,767,205 | 38.9% |
| Other | $2,425,767,205 | 38.9% |
| Cash | $1,384,371,001 | 22.2% |
| Total | $6,235,905,411 | 100.0% |