Leafhouse Financial Advisors, LLC
● SEC registered since 2013CRD 149694SEC# 801-78809Austin, TX
Reg. AUM
$24.09B
Employees
30
Accounts
4,247
Location
Austin, TX
Leafhouse Financial Advisors, LLC assets under management
Leafhouse Financial Advisors, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2013. It reports $24.1 billion in regulatory assets under management and employs 30 people.
Leafhouse Financial Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Aschettino Control | Chief Financial Officer | Under 5% | 2024 |
| Dallas Marie Villarreal Control | Svp, Operations & Cco | Under 5% | 2021 |
| Kassandra Theresa Hendrix Control | Chief Operating Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Leafhouse Financial Advisors, LLC manage?
Leafhouse Financial Advisors, LLC reports $24.1 billion in regulatory assets under management on its Form ADV.
How many employees does Leafhouse Financial Advisors, LLC have?
Leafhouse Financial Advisors, LLC reports 30 employees.
Where is Leafhouse Financial Advisors, LLC located?
Leafhouse Financial Advisors, LLC is based in Austin, TX and has been SEC-registered since 2013.
Does Leafhouse Financial Advisors, LLC disclose fund performance?
Leafhouse Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX 78730 |
| Phone | (512) 879-1505 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$24.09B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$24.09Bregulatory AUM
Discretionary $21.16BNon-discretionary $2.94B