# Leading Edge Wealth Management, LLC

> Leading Edge Wealth Management, LLC is a state-registered investment advisory firm in Rolling Meadows, IL, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 148787
- Filed as: LEADING EDGE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rolling Meadows, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148787
- AdvisorCensus page: https://advisorcensus.com/firm/leading-edge-wealth-management-llc-rolling-meadows-il-148787

## Quick answers

**How is Leading Edge Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Leading Edge Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Leading Edge Wealth Management, LLC located?**
Leading Edge Wealth Management, LLC's principal office is in Rolling Meadows, IL, according to its Form ADV.

**Is Leading Edge Wealth Management, LLC registered with the SEC or a state?**
Leading Edge Wealth Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148787.

**How much does Leading Edge Wealth Management, LLC manage?**
Leading Edge Wealth Management, LLC reports $43,733,800 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (83% discretionary).

**What types of clients does Leading Edge Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (21); corporations or other businesses not listed above (1).

**Does Leading Edge 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148787

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,733,800
- Discretionary: $36,403,136
- Non-discretionary: $7,330,664

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $11,065,753 |
| High net worth individuals | 21 | $32,343,552 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $324,495 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lewmllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leading Edge Wealth Management, LLC (CRD 148787): Form ADV filing data as of October 2026.