{"url":"https://nivawealth.com/firms/leach-bickmore-and-weiss-wealth-management-281302","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281302","regulatoryAum":115343421,"crd":"281302","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6172674","suffix":null,"lastName":"BICKMORE","firstName":"TIMOTHY","middleName":"SHANE"},{"crd":"7262212","suffix":null,"lastName":"Grosskopf","firstName":"Gary","middleName":"FREDERICK"},{"crd":"6130228","suffix":null,"lastName":"LEACH","firstName":"NATHANIEL","middleName":"MARTIN"},{"crd":"6736477","suffix":null,"lastName":"ROZIN","firstName":"BEN","middleName":"VITALY"},{"crd":"5826411","suffix":null,"lastName":"WEISS","firstName":"DANIEL","middleName":"JUSTIN"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135775","legalName":"Leach, Bickmore & Weiss Wealth Management, LLC","displayName":"Leach, Bickmore & Weiss Wealth Management","slug":"leach-bickmore-and-weiss-wealth-management-281302","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Wisconsin limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6410 Enterprise Lane, Suite 120","city":"Madison","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"53719"},"tradeNames":["LBW","LBW Wealth","LBW Wealth Management"],"registration":{"secApproved":"6 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":394261.7731958763,"staff":{"employees":6,"advisory":1,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":115343421,"discretionary":115343421,"discretionaryAccounts":608,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":38},"clientTypes":[{"label":"Individuals (other than HNW)","clients":249,"regulatoryAum":48148967},{"label":"High-net-worth individuals","clients":42,"regulatoryAum":66581209},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":613245}],"feePrograms":[{"role":"other","program":"Personal Financial Consulting","summary":"Personal financial consulting is charged $300 per hour of service, or a subscription fee of up to $1,500 per month.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052782","versionId":1052782,"submittedOn":"2026-07-24","documentName":"LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:16:50.423193+00:00","documents":[{"name":"LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052782","versionId":1052782,"submittedOn":"2026-07-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":115343421}],"custodyNote":"Leach, Bickmore & Weiss Wealth Management has custody of $14.4M in client assets for 29 clients.","otherCustodians":[],"leadership":[{"name":"Nathaniel Leach","title":"Managing Member, Founder & Chief Compliance Officer","crd":"6130228"},{"name":"Timothy Bickmore","title":"Managing Member, Founder","crd":"6172674"},{"name":"Daniel Weiss","title":"Managing Member, Founder","crd":"5826411"}],"ownership":[{"label":"LBW Group","detail":"Owner in the 75% or more ownership band and a control person, since January 2022."},{"label":"Nathaniel Leach","detail":"Indirect owner: a owner of LBW Group in the 25% to 50% band and a control person, since January 2022.","parent":"LBW Group"},{"label":"Daniel Weiss","detail":"Indirect owner: a owner of LBW Group in the 25% to 50% band and a control person, since January 2022.","parent":"LBW Group"},{"label":"Timothy Bickmore","detail":"Indirect owner: a owner of LBW Group in the 25% to 50% band and a control person, since January 2022.","parent":"LBW Group"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":1,"addresses":[{"street":"6410 Enterprise Lane, Suite 120","city":"Madison","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"608-286-1321","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Educational seminars/workshops"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":76},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":1},"sources":{"adv1FilingDate":"24 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281302/PDF/281302.pdf","brochureDate":"24 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052782","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Leach, Bickmore & Weiss Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Leach, Bickmore & Weiss Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Leach, Bickmore & Weiss Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Leach, Bickmore & Weiss Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Leach, Bickmore & Weiss Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Leach, Bickmore & Weiss Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Leach, Bickmore & Weiss Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Leach, Bickmore & Weiss Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}