Providers

Leo Wealth Management uses Charles Schwab & Co. as custodian for Client’s assets.

Contact Info

1110 South Ave
Executive Suites
Staten Island, NY 10314
201-951-6828
Jim@leowealthmgmt.com

quick links

Home
Who We Are
Services
Providers
Form CRS – ADV Part 3

Home
Who We Are
Services
Providers
Form CRS – ADV Part 3

Disclaimer

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Leo Wealth Management, LLC’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Leo Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.