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- Custodian
- Charles Schwab & Company · Empower · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-2014
- Office Locations
- 1
Office Locations
About Newleaf Wealth Management, LLC
Newleaf Wealth Management provides independent, research-driven financial planning and portfolio management, centered on risk profiling, asset allocation, ongoing monitoring, and periodic reviews. Serves retail and institutional clients with customized, technology-enabled reporting and online client access. Investment implementation commonly uses ETFs and public funds; positioned as a transparent, non-product-pushing advisory team with decades of experience.
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID MICHAEL GOLD
Founder, Managing Member
- CRD
- #1409107
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,736,389 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,736,389 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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