# Leach, Bickmore & Weiss Wealth Management, LLC

> 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.

- CRD: 281302
- Filed as: LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
- Also doing business as: LBW, LBW WEALTH, LBW WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281302
- AdvisorCensus page: https://advisorcensus.com/firm/leach-bickmore-and-weiss-wealth-management-llc-madison-wi-281302

## Quick answers

**How is Leach, Bickmore & Weiss Wealth Management, LLC compensated?**
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.

**How much does Leach, Bickmore & Weiss Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated July 24, 2026 states: Hourly rate: $300 an hour (Personal Financial Consulting services); Subscription: $1,500 a month (Personal Financial Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Leach, Bickmore & Weiss Wealth Management, LLC located?**
Leach, Bickmore & Weiss Wealth Management, LLC's principal office is in Madison, WI, according to its Form ADV.

**Is Leach, Bickmore & Weiss Wealth Management, LLC registered with the SEC or a state?**
Leach, Bickmore & Weiss Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281302.

**How much does Leach, Bickmore & Weiss Wealth Management, LLC manage?**
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).

**What types of clients does Leach, Bickmore & Weiss Wealth Management, LLC serve?**
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).

**Which custodians does Leach, Bickmore & Weiss Wealth Management, LLC use?**
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.

**Does Leach, Bickmore & Weiss Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Leach, Bickmore & Weiss Wealth Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Hourly rate: $300 an hour (Personal Financial Consulting services)

> Our firm charges $300 per hour of service rendered per employee.

- Subscription: $1,500 a month (Personal Financial Consulting services)

> The maximum subscription fee to be charged will not exceed $1500 per month.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $115,343,421
- Discretionary: $115,343,421
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 249 | $48,148,967 |
| High net worth individuals | 42 | $66,581,209 |
| Charitable organizations | 1 | $613,245 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, IL, NY, TX, UT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lbw-wealth.com](https://lbw-wealth.com)
- Facebook @LBWWEALTH
- Facebook @daniel.weiss.7311
- Facebook @gary.grosskopf.7
- Facebook @nathaniel.leach1
- Facebook @tim.bickmore.1
- Instagram @danweiss68
- Instagram @lbwwealth
- Instagram @nlea373
- Instagram @tbick57
- LinkedIn @LBW-WEALTH-MANAGEMENT
- LinkedIn @daweiss2
- LinkedIn @garygrosskopf
- LinkedIn @nathanielleachmadisonwi
- LinkedIn @timbickmore
- X @Bickmore57
- X @GrosskopfGary
- X @NathanielLeach3
- X @lbwwealthllc
- YouTube @UCpK-FijI6WCcjGuNODVbAZg

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leach, Bickmore & Weiss Wealth Management, LLC (CRD 281302): Form ADV filing data as of October 2026.