Leicht Financial Planning and Wealth Management, Inc.
● SEC registered since 2014CRD 171967SEC# 801-79965Parsippany, NJ
Reg. AUM
$237.4M
Employees
5
Accounts
197
Location
Parsippany, NJ
Leicht Financial Planning and Wealth Management, Inc. assets under management
Leicht Financial Planning and Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Parsippany, NJ. The firm has been registered since 2014. It reports $237.4 million in regulatory assets under management and employs 5 people.
Leicht Financial Planning and Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Leicht Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Leicht Financial Planning and Wealth Management, Inc. manage?
Leicht Financial Planning and Wealth Management, Inc. reports $237.4 million in regulatory assets under management on its Form ADV.
How many employees does Leicht Financial Planning and Wealth Management, Inc. have?
Leicht Financial Planning and Wealth Management, Inc. reports 5 employees.
Where is Leicht Financial Planning and Wealth Management, Inc. located?
Leicht Financial Planning and Wealth Management, Inc. is based in Parsippany, NJ and has been SEC-registered since 2014.
Does Leicht Financial Planning and Wealth Management, Inc. disclose fund performance?
Leicht Financial Planning and Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 Lanidex Plaza - Suite 110, Parsippany, NJ 07054 |
| Phone | 973-599-0400 |
| Fax | 973-599-0401 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1710666 |
| Discloses disciplinary history | No |
Regulatory AUM
$237.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$237.4Mregulatory AUM
Discretionary $237.4M