CRD: 288599
Leverage Planners Wealth Management, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2017
- Office Locations
- 1
Office Locations
About Leverage Planners Wealth Management, LLC
Leverage Planners Wealth Management (Bellevue, WA) delivers comprehensive retirement planning for retirees and pre-retirees, centered on income security, portfolio downside protection, and tax-efficient withdrawal strategies. The firm integrates Social Security, pensions and annuities with risk-managed allocations that include buffered ETFs, plus healthcare/long-term care planning and estate/legacy coordination with attorneys and tax pros. They also run retirement workshops and seminars.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
David Wayne Donhoff
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6658159
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brian Gery
--
- CRD
- #8152760
Arijeet Singh
--
- CRD
- #8161589
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,052,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,052,529 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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