$512.3M Total AUM
$512.3M Disc. AUM
-- 3Y CAGR
21 Employees
984 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- MomentumElement +more
- Established Date
- 02-23-2026
- Office Locations
- 9
Office Locations
1001 Fm700 BIG Spring TX
11903 Frankland AVE, Suite 200 Lubbock TX
2 Central Boulevard, Level 32, West Tower Singapore --
About LEO Wealth Americas, LLC
LEO Wealth Americas, LLC is a Hurst-based RIA with 9 offices. The firm has been operating for 0 years. Managing $512.3M in total assets under management, with 21 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
55 AVG AGE
$24.4M AVG AUM / ADVISOR
$520.6K AVG AUM / CLIENT
0.2 yrs AVG TENURE
21 Employees
21 Advisory Reps
21 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Unison Ridge Optima element Optima vector Vector Element Catalyst focus Zenith Vertex Insight Quantum atlas
Client Personas
Ridge Horizon
Custodian
Harbor Legacy Vertex signal Prime Vertex Bridge summit Wave Insight vertex Bridge Beacon vital Meridian
Investment Themes
Ember vector Beacon capital Focus Bridge Glacier crest
Investment Vehicles
Optima value Momentum
Platform
Ember pioneer
Services
Bridge vertex Element quantum Summit catalyst Optima bridge Alpha prime Prime north Capital momentum Signal Insight vector Ridge frontier Frontier
Technology
Value atlas Peak Frontier
Owner & Executives
HARMEN CHRISTIAAN OVERDIJK
Chief Investment Officer, CO-CEO
- CRD
- #7173748
- Ownership
- Less than 5%
(582) 758-7778
frontier.matrix@zenithcapital.com
in linkedin.com/in/optima-vital
J
JESSICA CAROLYN CUTRERA PAPADOPOULOS
CO-CEO, President
- CRD
- #4306515
- Ownership
- Less than 5%
(856) 595-7559
ember.frontier@foundationcapital.com
in linkedin.com/in/pathway-matrix
V
Vector oak
Timber glacier
- CRD
- #25352
- Ownership
- 49.5%
(361) 401-9139
beacon.unison@atlascapital.com
in linkedin.com/in/frontier-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
J
JIMMY DARYL CURTIS
President
- CRD
- #1155933
(292) 838-5003
eagle.prime@glaciercapital.com
in linkedin.com/in/timber-pioneer
Y
Yuan Fang
--
- CRD
- #8229433
(632) 889-9890
unison.value@pathwaycapital.com
in linkedin.com/in/focus-oak
I
Insight meridian
Focus ember momentum
- CRD
- #51815
(636) 765-5397
focus.fusion@wavecapital.com
in linkedin.com/in/atlas-signal
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $512,279,544 | $384,594 |
| Non-Discretionary | $0 | -- |
| Total | $512,279,544 | $384,594 |
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Separately Managed Accounts
Total SMA Asset: $512,279,544
Equity - Exchange:
33.0% Cash:
29.9% Private Funds:
37.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,656,602,339 | 33.0% |
| Cash | $2,407,042,726 | 29.9% |
| Private Funds | $2,986,665,054 | 37.1% |
| Total | $8,050,310,119 | 100.0% |