L
$33.0M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
1 Employees
104 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 08-26-2025
- Office Locations
- 1
Office Locations
1110 South Avenue Executive Suites Staten Island NY
About LEO Wealth Management, LLC
LEO Wealth Management, LLC is a Staten Island-based RIA. The firm has been operating for 0 years. Managing $33.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Empower. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$33.0M AVG AUM / ADVISOR
$317.3K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Focus eagle Capital fusion Vital bridge Vector Capital Optima Unison Quantum delta
Client Personas
Timber
Investment Themes
Delta Prime Eagle horizon Delta Atlas fusion Fusion foundation Signal
Investment Vehicles
Prime vertex Vertex Capital
Platform
Meridian
Services
Optima Foundation Meridian Focus prime Signal Legacy Radial Focus harbor Ember Timber
Technology
Beacon
Owner & Executives
J
James C. Leo
Chief Compliance Officer, Managing Member
- CRD
- #1911418
- Ownership
- 75% or more
(959) 562-7252
signal.unison@fusioncapital.com
in linkedin.com/in/momentum-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,000,000 | $244,444 |
| Non-Discretionary | $0 | -- |
| Total | $33,000,000 | $244,444 |
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Separately Managed Accounts
Total SMA Asset: $33,000,000
Equity - Exchange:
38.2% Cash:
18.8% U.S. Government/Agency:
43.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $713,864,197 | 38.2% |
| Cash | $351,325,835 | 18.8% |
| U.S. Government/Agency | $803,564,410 | 43.0% |
| Total | $1,868,754,442 | 100.0% |