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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-1998
- Office Locations
- 1
Office Locations
About Leelyn Smith, LLC
Leelyn Smith, LLC is a Geneva, IL wealth management firm serving families with personalized, holistic planning that integrates tax planning, investment management, and family-office coordination across areas like cash flow, college, and estate planning. The team uses an Agile project-management approach to implement and monitor plans and emphasizes compensation transparency. Portfolios make meaningful use of ETFs; custody includes Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW RIBELIN GRIDER
President
- CRD
- #5448972
- Ownership
- 50% but less than 75%
CHRISTOPHER PAUL MCMANAMA MR.
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5428413
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Perry James Argiropoulos
Analyst
- CRD
- #7309457
LAURA LYNN CHAMNESS
Client Service Specialist
- CRD
- #5305513
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $852,235,391 | $514,014 |
| Non-Discretionary | $56,794 | $56,794 |
| Total | $852,292,185 | $513,739 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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