Leach, Bickmore & Weiss Wealth Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 1 private fund.
Leach, Bickmore & Weiss Wealth Management reports 292 clients. They include 249 individual clients, 42 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($115M across 608 accounts) are managed with discretion. It advised 38 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 42% |
| High-net-worth individuals | 14% | 58% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 249 | $48.1M | 41.7% | $193K |
| High-net-worth individuals | 42 | $66.6M | 57.7% | $1.59M |
| Charitable organizations | Fewer than 5 | $613K | 0.5% | $613K |
| Total | 292 | $115M | 100% | — |
- Clients
- 249
- Regulatory AUM
- $48.1M
- AUM share
- 41.7%
- Avg. per client
- $193K
- Clients
- 42
- Regulatory AUM
- $66.6M
- AUM share
- 57.7%
- Avg. per client
- $1.59M
- Clients
- Fewer than 5
- Regulatory AUM
- $613K
- AUM share
- 0.5%
- Avg. per client
- $613K
Total
- Clients
- 292
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 38
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 26–50
Leach, Bickmore & Weiss Wealth Management is paid through a percentage of assets under management, hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Personal Financial Consulting
- Personal financial consulting is charged $300 per hour of service, or a subscription fee of up to $1,500 per month.
LBW Group owns 75% or more of Leach, Bickmore & Weiss Wealth Management and is in turn owned by Nathaniel Leach (25–50%), Daniel Weiss (25–50%) and Timothy Bickmore (25–50%). The leadership team of Leach, Bickmore & Weiss Wealth Management includes Chief Compliance Officer Nathaniel Leach. It has 6 employees, 1 of them in advisory roles.
Leadership
Nathaniel LeachManaging Member, Founder & Chief Compliance Officer
Timothy BickmoreManaging Member, Founder
Daniel WeissManaging Member, Founder
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 1 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Leach, Bickmore & Weiss Wealth Management, LLC
LBW Group
Control person · since January 2022
- Owns 25% to 50% of LBW Group
Nathaniel Leach
Control person · since January 2022
- Owns 25% to 50% of LBW Group
Daniel Weiss
Control person · since January 2022
- Owns 25% to 50% of LBW Group
Timothy Bickmore
Control person · since January 2022
Besides its headquarters, Leach, Bickmore & Weiss Wealth Management has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 6410 Enterprise Lane, Suite 120, MadisonHQ
Other business names
Leach, Bickmore & Weiss Wealth Management has reported 3 other business names to the SEC.
- LBW
- LBW Wealth
- LBW Wealth Management
Contact and registration details
- Legal name
- Leach, Bickmore & Weiss Wealth Management, LLC
- Headquarters
- 6410 Enterprise Lane, Suite 120, Madison, WI 53719
- Website
- Not reported
- Phone
- 608-286-1321
- SEC file
- 801-135775
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Leach, Bickmore & Weiss Wealth Management uses Charles Schwab ($115M) as custodian for its separately managed accounts. Leach, Bickmore & Weiss Wealth Management has custody of $14.4M in client assets for 29 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $115M100%
At year end, Leach, Bickmore & Weiss Wealth Management’s separately managed accounts were mostly in funds (76%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds76%
- Bonds1%
- Cash3%
How many clients does Leach, Bickmore & Weiss Wealth Management have?
Leach, Bickmore & Weiss Wealth Management has 292 clients and manages $115 million for them, as of July 2026. They include 249 individual clients, 42 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does Leach, Bickmore & Weiss Wealth Management offer?
Leach, Bickmore & Weiss Wealth Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Leach, Bickmore & Weiss Wealth Management use?
Leach, Bickmore & Weiss Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026
How many financial advisors does Leach, Bickmore & Weiss Wealth Management have?
Leach, Bickmore & Weiss Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Leach, Bickmore & Weiss Wealth Management invest in?
At the end of its last fiscal year, Leach, Bickmore & Weiss Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Leach, Bickmore & Weiss Wealth Management?
Leach, Bickmore & Weiss Wealth Management is owned through a holding company by Nathaniel Leach, Daniel Weiss and Timothy Bickmore. Its direct owner is LBW Group (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does Leach, Bickmore & Weiss Wealth Management get paid?
Leach, Bickmore & Weiss Wealth Management is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Leach, Bickmore & Weiss Wealth Management?
Leach, Bickmore & Weiss Wealth Management’s main office is at 6410 Enterprise Lane, Suite 120, Madison, WI 53719. Its phone number is 608-286-1321.