Leland Wealth Management LLC
CRD 344175SEC# 801-137396
No longer SEC-registered. Leland Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
3
Accounts
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Location
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Leland Wealth Management LLC assets under management
Leland Wealth Management LLC is a registered investment adviser overseen by the SEC. It employs 3 people.
Leland Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Certus Wealth Management, LLC Control | Holding Company | Over 75% | 2026 |
| Joel Robert Van Hofwegen Control | Member, Chief Executive Officer | Under 5% | 2026 |
| Kevin Sean Woodard Control | Member And Manager | Over 75% | 2026 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2026 |
| Joel Robert Van Hofwegen Control | Part Owner | Over 75% | 2022 |
Frequently asked questions
How many employees does Leland Wealth Management LLC have?
Leland Wealth Management LLC reports 3 employees.
Does Leland Wealth Management LLC disclose fund performance?
Leland Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,820 advisers