Matthew James Allain
Ceo/CcoLeo Wealth, LLCCRD 3267821
About Matthew James Allain
Matthew James Allain is listed as Ceo/Cco at Leo Wealth, LLC in Edison, NJ. Form ADV reports a beneficial ownership band of Under 5%. Matthew James Allain is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Leo Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew James Allain work?
Matthew James Allain is listed as Ceo/Cco at Leo Wealth, LLC on SEC Form ADV.
How much of Leo Wealth, LLC does Matthew James Allain own?
Form ADV reports a beneficial ownership band of Under 5%.
Leo Fund Services, LLC
| Title | Ceo |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Leo Fund Services, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |