Leach, Bickmore & Weiss Wealth Management, LLC
● SEC registered since 2026CRD 281302SEC# 801-135775Madison, WI
Ranks #5,659 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$115.3M
Fund GAV
—
Private funds
1
Employees
6
Accounts
608
Location
Madison, WI
Leach, Bickmore & Weiss Wealth Management, LLC assets under management
Leach, Bickmore & Weiss Wealth Management, LLC operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2026. It reports $115.3 million in regulatory assets under management and employs 6 people. Leach, Bickmore & Weiss Wealth Management, LLC manages 1 private fund, including Cdga Fund I, LP. By regulatory assets, it ranks 5,659 of 6,030 private fund managers.
Leach, Bickmore & Weiss Wealth Management, LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cdga Fund I, LP | Hedge | — | $500K |
Leach, Bickmore & Weiss Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Justin Weiss Control | Managing Member, Founder | Under 5% | 2015 |
| Lbw Group Control | Owner | Over 75% | 2022 |
| Nathaniel Martin Leach Control | Managing Member, Founder & Chief Compliance Officer | Under 5% | 2015 |
| Timothy Shane Bickmore Control | Managing Member, Founder | Under 5% | 2015 |
| Daniel Justin Weiss Control | Owner | 25-50% | 2022 |
| Nathaniel Martin Leach Control | Owner | 25-50% | 2022 |
| Timothy Shane Bickmore Control | Owner | 25-50% | 2022 |
Frequently asked questions
How much does Leach, Bickmore & Weiss Wealth Management, LLC manage?
Leach, Bickmore & Weiss Wealth Management, LLC reports $115.3 million in regulatory assets under management on its Form ADV.
How many private funds does Leach, Bickmore & Weiss Wealth Management, LLC manage?
Leach, Bickmore & Weiss Wealth Management, LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Leach, Bickmore & Weiss Wealth Management, LLC have?
Leach, Bickmore & Weiss Wealth Management, LLC reports 6 employees.
Where is Leach, Bickmore & Weiss Wealth Management, LLC located?
Leach, Bickmore & Weiss Wealth Management, LLC is based in Madison, WI and has been SEC-registered since 2026.
Does Leach, Bickmore & Weiss Wealth Management, LLC disclose fund performance?
Leach, Bickmore & Weiss Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6410 Enterprise Lane, Suite 120, Madison, WI 53719 |
| Phone | 608-286-1321 |
| Fax | 608-234-5971 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.3MNo change
Mar '26Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,306 advisers
AUM vs fund managersTop 94%
Larger than 6% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$115.3Mregulatory AUM
Discretionary $115.3M
Service providers
Auditor
Prime broker
Custodian
Administrator