L
$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MatrixEmber radial
- Established Date
- 02-18-2021
- Office Locations
- 1
Office Locations
312 East Water Street Lincolnton NC
About Leonard Wealth Management, LLC
Leonard Wealth Management, LLC is a Lincolnton, NC independent RIA led by Joseph Cain Leonard II. The firm provides financial planning and portfolio construction, including tax, estate, insurance, and business-succession planning, serving retail clients such as entrepreneurs. Portfolios are primarily built with ETFs (and some mutual funds) using active asset allocation, and custody is through Charles Schwab.
Team overview
-- AVG AGE
$6.7M AVG AUM / ADVISOR
$149.3K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Meridian
Client Personas
Meridian pathway
CRM
Matrix
Custodian
Radial summit
Investment Themes
Ember vector Delta
Investment Vehicles
Capital Timber
Platform
Capital glacier
Services
Vector Wave Atlas delta Harbor Quantum ember Signal
Technology
Catalyst Harbor foundation
Owner & Executives
J
JOSEPH CAIN LEONARD II
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1197960
- Ownership
- 75% or more
(391) 360-3122
element.signal@unisoncapital.com
in linkedin.com/in/fusion-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,717,679 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,717,679 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,717,679
Public Funds:
50.7% Cash:
49.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,039,513,245 | 50.7% |
| Cash | $1,010,808,738 | 49.3% |
| Total | $2,050,321,983 | 100.0% |