CRD: 171967
Leicht Financial Planning AND Wealth Management
$237.4M Total AUM
$237.4M Disc. AUM
11.0% 3Y CAGR
5 Employees
194 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-30-2014
- Office Locations
- 1
Office Locations
900 Lanidex Plaza - Suite 110 Parsippany NJ
About Leicht Financial Planning AND Wealth Management
Leicht Financial Planning & Wealth Management provides personalized financial planning and comprehensive wealth management for individuals and families, including retirement planning, investment management, and tax and insurance planning through major life changes. The firm operates on the LPL Financial platform and supports clients with ongoing education resources, including tax reform guidance.
Team overview
-- AVG AGE
$237.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.9 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANDREW JAMES LEICHT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2910209
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,406,702 | $1,205,110 |
| Non-Discretionary | $0 | -- |
| Total | $237,406,702 | $1,205,110 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | 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 |
Continue browsing