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Kevin Sean Woodard

Member And ManagerLeland Wealth Management LLCCRD 2523425

About Kevin Sean Woodard

Kevin Sean Woodard is listed as Member And Manager at Leland Wealth Management LLC. Form ADV reports a beneficial ownership band of Over 75%. Kevin Sean Woodard is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Leland Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin Sean Woodard work?

Kevin Sean Woodard is listed as Member And Manager at Leland Wealth Management LLC on SEC Form ADV.

How much of Leland Wealth Management LLC does Kevin Sean Woodard own?

Form ADV reports a beneficial ownership band of Over 75%.

Leland Wealth Management LLC

TitleMember And Manager
OwnershipOver 75%
Control personYes
Since2026
View Leland Wealth Management LLC →

Genesis Wealth Planners, LLC

TitleMember And Manager
OwnershipOver 75%
Control personYes
Since2026
View Genesis Wealth Planners, LLC →