{
  "crd_number": 338799,
  "slug": "leo-wealth-americas-llc-hurst-tx-338799",
  "primary_business_name": "LEO WEALTH AMERICAS, LLC",
  "legal_name": "LEO WEALTH AMERICAS, LLC",
  "dbas": [],
  "city": "Hurst",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": 512279544.0,
  "raum_discretionary": 512279544.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 21,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11854631.0,
      "count": 643
    },
    "high_net_worth_individuals": {
      "raum": 500424913.0,
      "count": 341
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NE",
    "NJ",
    "NM",
    "NY",
    "OK",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://leowealth.com",
    "https://linkedin.com/company/leo-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338799",
  "city_as_filed": "HURST",
  "url": "https://advisorcensus.com/firm/leo-wealth-americas-llc-hurst-tx-338799",
  "display_name": "Leo Wealth Americas, LLC",
  "summary": "Leo Wealth Americas, LLC is an SEC-registered investment advisory firm in Hurst, TX, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.",
  "citation": "AdvisorCensus. Leo Wealth Americas, LLC (CRD 338799): 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",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Leo Wealth Americas, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Leo Wealth Americas, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Leo Wealth Americas, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 states: Hourly rate: $100 to $500 an hour (Financial Planning fees); Flat fee: $350 to $15,000 (Financial Planning fees); Hourly rate: $100 to $350 an hour (Consulting Services fees); Flat fee: $350 to $15,000 (Consulting Services fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Leo Wealth Americas, LLC located?",
      "a": "Leo Wealth Americas, LLC's principal office is in Hurst, TX, according to its Form ADV; the July 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Leo Wealth Americas, LLC registered with the SEC or a state?",
      "a": "Leo Wealth Americas, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338799."
    },
    {
      "q": "How much does Leo Wealth Americas, LLC manage?",
      "a": "Leo Wealth Americas, LLC reports $512,279,544 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Leo Wealth Americas, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (643); high net worth individuals (341)."
    },
    {
      "q": "Which custodians does Leo Wealth Americas, LLC use?",
      "a": "Leo Wealth Americas, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Leo Wealth Americas, 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/338799"
    },
    {
      "q": "Does Leo Wealth Americas, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 says: \"There are no minimum investment amounts or conditions required for establishing an account managed by Leo Wealth Americas however, we reserve the right to terminate an account that falls below an amount that we feel we cannot effectively manage.\""
    },
    {
      "q": "What changed in Leo Wealth Americas, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 19 to 21. Regulatory assets under management went from $0 to $512,279,544. Changed its office addresses in Hong Kong."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 21.",
        "Regulatory assets under management went from $0 to $512,279,544.",
        "Changed its office addresses in Hong Kong."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Its Item 11 disclosure answers changed."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $500 an hour (Financial Planning fees)",
      "Flat fee: $350 to $15,000 (Financial Planning fees)",
      "Hourly rate: $100 to $350 an hour (Consulting Services fees)",
      "Flat fee: $350 to $15,000 (Consulting Services fees)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum investment amounts or conditions required for establishing an account managed by Leo Wealth Americas however, we reserve the right to terminate an account that falls below an amount that we feel we cannot effectively manage."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $500 an hour (Financial Planning fees)"
        ],
        "quotes": [
          "Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $500 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $350 to $15,000 (Financial Planning fees)"
        ],
        "quotes": [
          "Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $350 to $15,000, depending on the specific arrangement reached with the client."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $350 an hour (Consulting Services fees)"
        ],
        "quotes": [
          "Our Consulting Services fees may be calculated and charged on an hourly basis, ranging from $100 to $350 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $350 to $15,000 (Consulting Services fees)"
        ],
        "quotes": [
          "Our Consulting Services fees may also be calculated and charged on a fixed fee basis, typically ranging from $350 to $15,000, subject to the specific arrangement reached with the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 500.0,
          "period": "hour",
          "service": "Financial Planning fees"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 350.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "Financial Planning fees"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 350.0,
          "period": "hour",
          "service": "Consulting Services fees"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 350.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "Consulting Services fees"
        }
      ]
    },
    "quotes": [
      "There are no minimum investment amounts or conditions required for establishing an account managed by Leo Wealth Americas however, we reserve the right to terminate an account that falls below an amount that we feel we cannot effectively manage.",
      "Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $500 per hour.",
      "Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $350 to $15,000, depending on the specific arrangement reached with the client.",
      "Our Consulting Services fees may be calculated and charged on an hourly basis, ranging from $100 to $350 per hour.",
      "Our Consulting Services fees may also be calculated and charged on a fixed fee basis, typically ranging from $350 to $15,000, subject to the specific arrangement reached with the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "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/leo-wealth-americas-llc-hurst-tx-338799.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 643,
      "fewer_than_5": false,
      "raum": 11854631.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 341,
      "fewer_than_5": false,
      "raum": 500424913.0
    }
  ],
  "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/338799",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}