{ "crd_number": 281302, "slug": "leach-bickmore-and-weiss-wealth-management-llc-madison-wi-281302", "primary_business_name": "LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC", "legal_name": "LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC", "dbas": [ "LBW", "LBW WEALTH", "LBW WEALTH MANAGEMENT" ], "city": "Madison", "state": "WI", "country": "United States", "cbsa_code": "31540", "metro": { "cbsa_code": "31540", "common_name": "Madison", "msa_name": "Madison, WI", "path": "/advisors/wi/madison" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-04-06", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-07-24", "carried_forward": false, "raum_total": 115343421.0, "raum_discretionary": 115343421.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 6, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 613245.0, "count": 1, "fewer_than_5": true }, "individuals": { "raum": 48148967.0, "count": 249 }, "high_net_worth_individuals": { "raum": 66581209.0, "count": 42 } }, "compensation_types": [ "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK", "CA", "IL", "NY", "TX", "UT", "WI" ], "websites": [ "https://facebook.com/LBWWEALTH", "https://facebook.com/daniel.weiss.7311", "https://facebook.com/gary.grosskopf.7", "https://facebook.com/nathaniel.leach1", "https://facebook.com/tim.bickmore.1", "https://instagram.com/danweiss68", "https://instagram.com/lbwwealth", "https://instagram.com/nlea373", "https://instagram.com/tbick57", "https://lbw-wealth.com", "https://linkedin.com/COMPANY/LBW-WEALTH-MANAGEMENT", "https://linkedin.com/in/daweiss2", "https://linkedin.com/in/garygrosskopf", "https://linkedin.com/in/nathanielleachmadisonwi", "https://linkedin.com/in/timbickmore", "https://x.com/Bickmore57", "https://x.com/GrosskopfGary", "https://x.com/NathanielLeach3", "https://x.com/lbwwealthllc", "https://youtube.com/channel/UCpK-FijI6WCcjGuNODVbAZg" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281302", "city_as_filed": "MADISON", "url": "https://advisorcensus.com/firm/leach-bickmore-and-weiss-wealth-management-llc-madison-wi-281302", "display_name": "Leach, Bickmore & Weiss Wealth Management, LLC", "summary": "Leach, Bickmore & Weiss Wealth Management, LLC is an SEC-registered investment advisory firm in Madison, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.", "citation": "AdvisorCensus. Leach, Bickmore & Weiss Wealth Management, LLC (CRD 281302): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Leach, Bickmore & Weiss Wealth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Leach, Bickmore & Weiss Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Leach, Bickmore & Weiss Wealth Management, LLC located?", "a": "Leach, Bickmore & Weiss Wealth Management, LLC's principal office is in Madison, WI, according to its Form ADV." }, { "q": "Is Leach, Bickmore & Weiss Wealth Management, LLC registered with the SEC or a state?", "a": "Leach, Bickmore & Weiss Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281302." }, { "q": "How much does Leach, Bickmore & Weiss Wealth Management, LLC manage?", "a": "Leach, Bickmore & Weiss Wealth Management, LLC reports $115,343,421 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary)." }, { "q": "What types of clients does Leach, Bickmore & Weiss Wealth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249); high net worth individuals (42); charitable organizations (1)." }, { "q": "Which custodians does Leach, Bickmore & Weiss Wealth Management, LLC use?", "a": "Leach, Bickmore & Weiss Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Leach, Bickmore & Weiss Wealth Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281302" }, { "q": "What changed in Leach, Bickmore & Weiss Wealth Management, LLC's recent Form ADV filings?", "a": "In the May 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/leach-bickmore-and-weiss-wealth-management-llc-madison-wi-281302.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 249, "fewer_than_5": false, "raum": 48148967.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 42, "fewer_than_5": false, "raum": 66581209.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": true, "raum": 613245.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281302", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }