CRD: 171967
Leicht Financial Planning AND Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-30-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 31, 2026, reported AUM increased 11.9%, from $212.1M to $237.4M.
Across 5 reported observations, AUM increased 26.4% between May 6, 2022 and March 31, 2026, from $187.8M to $237.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 194 clients, or 194 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Leicht Financial Planning AND Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Leicht Financial Planning AND Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW JAMES LEICHT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2910209
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Leicht Financial Planning AND Wealth Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Leicht Financial Planning AND Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing