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 (35 on RocketReach) |
| Founded | 1994 |
| Address | 45 Rockefeller Plaza, 2830, New York, New York 10111, US |
| Phone | +1 817-354-1090 |
| 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 | J.P. Morgan, Citi, Goldman Sachs, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Northern Trust Corporation, Bessemer Trust, Sequoia Financial Services +34 more (view full list) |
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Leo Wealth Questions
Jessica Cutrera is the President of Leo Wealth.
35 people are employed at Leo Wealth.
Leo Wealth is based in New York, New York.
Top Leo Wealth Employees
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Jessica Cutrera
President at Leo Wealth
Hong Kong45+ -
Michael Bohlinger
Managing Director at Leo Wealth
Woodbridge Township, NJ, US25+ -
Eric Katz
Chief Strategy Officer (CSO) at Leo Wealth
Woodbridge Township, NJ, US25+ -
Ray Pinson
Managing Director at Leo Wealth
Colleyville, TX, US25+ -
Ken Dugan
Managing Director at Leo Wealth
Marlboro Township, NJ, US12 -
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Bill Schultz
Managing Director at Leo Wealth
Hurst, TX, US23
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