# Leland Wealth Management

> Leland Wealth Management is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 344175
- Filed as: LELAND WEALTH MANAGEMENT
- Legal name: Leland Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/344175
- AdvisorCensus page: https://advisorcensus.com/firm/leland-wealth-management-344175

## Quick answers

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

**Is Leland Wealth Management registered with the SEC or a state?**
Leland Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 344175.

**How much does Leland Wealth Management manage?**
Leland Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated September 11, 2026.

**Does Leland Wealth Management 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/344175

**What changed in Leland Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leland Wealth Management (CRD 344175): Form ADV filing data as of October 2026.