Nathaniel Leach has been Managing Member, Founder & Chief Compliance Officer of Leach, Bickmore & Weiss Wealth Management since October 2015, is a control person of the firm and directly owns under 5% of it. Nathaniel Leach holds a B.A. in History from Kalamazoo College.
Leach, Bickmore & Weiss Wealth Management, LLC is a Madison, WI firm with $115M under management, 292 clients and 1 adviser in one office, as of its July 2026 filing.
Nathaniel Leach is Co-founder, Portfolio Manager of Leach, Bickmore & Weiss Wealth Management, LLC. After graduation he enlisted in the U.S. Marine Corps and completed active duty. He then entered the securities industry as a Securities Analyst at a Madison-based wealth management firm, where he led multiple initiatives in operations, compliance, and portfolio management.
Nathaniel Leach’s longest registration is the current one, 10 years at Leach, Bickmore & Weiss Wealth Management since 2015. Before joining Leach, Bickmore & Weiss Wealth Management in 2015, Nathaniel Leach was registered through Poehling Capital Management, Inc.
- – present · 10 yearsMadison, WI · Adviser representative · Firm CRD 281302
- Poehling Capital Management, Inc.– · 3 yearsMadison, WI · Adviser representative · Firm CRD 131668
Investment adviser representative registrations
Nathaniel Leach is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from October 2015; the most recent is New York, in March 2022.
- CaliforniaSince 15 September 2017
- IllinoisSince 2 January 2018
- New YorkSince 25 March 2022
- TexasResidentSince 1 August 2017
- UtahSince 31 May 2018
- WisconsinSince 28 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathaniel Martin Leach
- CRD
- 6130228
- Firm
- Leach, Bickmore & Weiss Wealth Management · CRD 281302
- Role
- Managing Member, Founder & Chief Compliance Officer
- Office
- 6410 ENTERPRISE LANE, SUITE 120, Madison, WI 53719
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lbw-wealth.com
Where does Nathaniel Leach work?
Nathaniel Leach has been Managing Member, Founder & Chief Compliance Officer of Leach, Bickmore & Weiss Wealth Management, LLC since October 2015, and is a control person of the firm.
Is Nathaniel Leach a financial advisor?
Yes. Nathaniel Leach has a current investment-adviser registration in California, Illinois, New York, Texas, Utah and Wisconsin, through Leach, Bickmore & Weiss Wealth Management since October 2015.
How many years of experience does Nathaniel Leach have?
Nathaniel Leach has 14 years in the financial industry, since October 2012, across 2 adviser firms.
What exams has Nathaniel Leach passed?
Nathaniel Leach passed the Series 65 in October 2012.
Where is Nathaniel Leach based?
Nathaniel Leach’s registered office is in Madison, WI.
Is Nathaniel Leach registered with FINRA?
No. Nathaniel Leach has no current broker registration.
How can I verify Nathaniel Leach’s record?
Search CRD 6130228 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathaniel Leach’s full registration record.
