Leo Wealth, LLC
● SEC registered since 2016CRD 283891SEC# 801-108435Edison, NJ
Reg. AUM
$3.21B
Employees
40
Accounts
5,195
Location
Edison, NJ
Leo Wealth, LLC assets under management
Leo Wealth, LLC is a registered investment adviser overseen by the SEC based in Edison, NJ. The firm has been registered since 2016. It reports $3.2 billion in regulatory assets under management and employs 40 people.
Leo Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harmen Christiaan Overdijk Control | Cio | Under 5% | 2021 |
| Jessica Carolyn Cutrera Papadopoulos Control | President | Under 5% | 2021 |
| Jon D Rustin | Cfo | Under 5% | 2016 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Leo Wealth, LLC manage?
Leo Wealth, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Leo Wealth, LLC have?
Leo Wealth, LLC reports 40 employees.
Where is Leo Wealth, LLC located?
Leo Wealth, LLC is based in Edison, NJ and has been SEC-registered since 2016.
Does Leo Wealth, LLC disclose fund performance?
Leo Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 379 Thornall St., Floor 9, Suite 9, Edison, NJ 08837 |
| Phone | 732-903-2600 |
| Office hours | 8:00-5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.21B▲ 111%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$3.21Bregulatory AUM
Discretionary $2.78BNon-discretionary $420.7M