Yuan Fang has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Yuan Fang’s longest registration is the current one, under a year at LEO Wealth Americas since 2026. Before joining LEO Wealth Americas in 2026, Yuan Fang was registered through Leo Wealth, LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearHong Kong · Adviser representative · Firm CRD 338799
- Leo Wealth, LLC– · under a yearHong Kong · Adviser representative · Firm CRD 283891
Investment adviser representative registrations
Yuan Fang is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 15 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8229433
- Firm
- LEO Wealth Americas · CRD 338799
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Yuan Fang work?
Yuan Fang is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Yuan Fang a financial advisor?
Yes. Yuan Fang has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does Yuan Fang have?
Yuan Fang has 0 years in the financial industry, since March 2026, across 2 adviser firms.
What exams has Yuan Fang passed?
Yuan Fang passed the Series 65 in March 2026.
Is Yuan Fang registered with FINRA?
No. Yuan Fang has no current broker registration.
How can I verify Yuan Fang’s record?
Search CRD 8229433 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Yuan Fang’s full registration record.
