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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2016
- Office Locations
- 14
Office Locations
About LEO Wealth, LLC
LEO Wealth is an independent, fiduciary wealth manager providing holistic advice across investments, tax planning and preparation, estate and cross-border planning, and insurance. The firm can also act as an outsourced CFO/CIO and operations partner for complex households. Portfolios are primarily implemented with ETFs, and fees are disclosed upfront and may be asset-based, retainer, or project-based.
Team overview
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Owner & Executives
MATTHEW JAMES ALLAIN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3267821
- Ownership
- Less than 5%
HARMEN CHRISTIAAN OVERDIJK
Chief Investment Officer, CO-CEO
- CRD
- #7173748
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MICHAEL ANTHONY BOHLINGER
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- CRD
- #4621321
CHRISTAKIS CHARALAMBOUS
Wealth Advisor
- CRD
- #7423098
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,784,475,014 | $571,057 |
| Non-Discretionary | $420,706,985 | $1,318,831 |
| Total | $3,205,181,999 | $616,974 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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