Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company. Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.
| Website | https://www.leowealth.com/ |
| Employees | 68 (63 on RocketReach) |
| Founded | 1994 |
| Address | 45 Rockefeller Plaza, 2830, New York, New York 10111, US |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Advisor, Financial Planning, Portfolio Management, Financial Consulting, Estate Planning, Investment Management, Wealth Preservation, Investment Strategies, Financial Security, Tax Preparation, Retirement Planning, Estate Administration, Insurance Services, Tax Services, Risk Management, Legacy Planning, Long-Term Care Planning, Charitable Giving |
| Competitors | Morgan Stanley, Citi, Goldman Sachs, Fidelity Investments, Vanguard, J.P. Morgan, Bessemer Trust, Northern Trust Corporation, Schwab Advisor Services, Sequoia Financial Services +33 more (view full list) |
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Leo Wealth Questions
Matthew Allain is the CEO of Leo Wealth.
63 people are employed at Leo Wealth.
Leo Wealth is based in New York, New York.
Top Leo Wealth Employees
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Matthew Allain
Chief Executive Officer at Leo Wealth
New York, NY, US45+ -
Michael Bohlinger
Managing Director at Leo Wealth
Woodbridge Township, NJ, US25+ -
Jon Rustin
Chief Financial Officer at Leo Wealth
Tenafly, NJ, US35+ -
Eric Katz
Chief Strategy Officer (CSO) at Leo Wealth
Woodbridge Township, NJ, US25+ -
Kevin Roche
Managing Director at Leo Wealth
United States22 -
Christos Charalambous
Investment Director, Americas at Leo Wealth
New York, NY, US32 -
24
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Ken Dugan
Managing Director at Leo Wealth
Marlboro Township, NJ, US22 -
1
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Ray Pinson
Managing Director at Leo Wealth
Colleyville, TX, US35+
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