# Leverage Planners Wealth Management, LLC

> Leverage Planners Wealth Management, LLC is a state-registered investment advisory firm in Bellevue, WA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 288599
- Filed as: LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288599
- AdvisorCensus page: https://advisorcensus.com/firm/leverage-planners-wealth-management-llc-bellevue-wa-288599

## Quick answers

**How is Leverage Planners Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Leverage Planners Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Leverage Planners Wealth Management, LLC located?**
Leverage Planners Wealth Management, LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Leverage Planners Wealth Management, LLC registered with the SEC or a state?**
Leverage Planners Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288599.

**How much does Leverage Planners Wealth Management, LLC manage?**
Leverage Planners Wealth Management, LLC reports $21,052,529 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**What types of clients does Leverage Planners Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110).

**Does Leverage Planners 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/288599

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,052,529
- Discretionary: $21,052,529
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $21,052,529 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leverage Planners Wealth Management, LLC (CRD 288599): Form ADV filing data as of October 2026.