LEO Wealth Americas provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
LEO Wealth Americas reports 984 clients. They include 643 individual clients and 341 high-net-worth individuals. Of its assets, 100.0% ($512M across 1,332 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 2% |
| High-net-worth individuals | 35% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 643 | $11.9M | 2.3% | $18.4K |
| High-net-worth individuals | 341 | $500M | 97.7% | $1.47M |
| Total | 984 | $512M | 100% | $521K |
- Clients
- 643
- Regulatory AUM
- $11.9M
- AUM share
- 2.3%
- Avg. per client
- $18.4K
- Clients
- 341
- Regulatory AUM
- $500M
- AUM share
- 97.7%
- Avg. per client
- $1.47M
Total
- Clients
- 984
- Regulatory AUM
- $512M
- AUM share
- 100%
- Avg. per client
- $521K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
LEO Wealth Americas charges 0.35%–1.50% a year for its Non-ERISA 3(21) investment advisory services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting is charged hourly at $100 to $350, as a fixed fee of $350 to $15,000, or as 0.25% to 3.0% of assets under review.
- ERISA 3(21) fiduciary services
- Standard fee schedules for discretionary 3(21) fiduciary services to ERISA plans are negotiable up to a maximum of 2.00% of assets under management.
- Financial planning
- Financial planning is charged hourly at $100 to $500 an hour, or as a fixed fee of $350 to $15,000.
Leo Holdings Americas, LLC owns 75% or more of LEO Wealth Americas and is in turn owned by Arcturus Wealth Limited (75% or more). It has 21 employees.
Leadership
Harmen OverdijkCo-CEO and CIO- Jessica PapadopoulosCo-CEO
- Stephen TallyCCO and COO
Investment adviser representatives
21 representatives listed in the SEC register as of 9 October 2026.
Staff
- 21 employees
- 21 in advisory functions
- 21 state-registered reps
- 7 broker-dealer reps
- 6 insurance agents
- 1 soliciting firm
- Owns 75% or more of Leo Wealth Americas, LLC
Leo Holdings Americas, LLC
Control person · since October 2025
- Owns 75% or more of Leo Holdings Americas, LLC
Arcturus Wealth Limited
Control person · since August 2025
- Owns 75% or more of Arcturus Wealth Limited
Leo Capital Corp
Control person · since August 2026
Besides its headquarters, LEO Wealth Americas has 6 offices, with 7 listed addresses in the U.S. and abroad.
Texas · 4 listed addresses
- 860 Airport Freeway, Suite 402, HurstHQ
- 2110 Kemp BLVD, Whichita Falls
- 6300 Interstate 40 West, Amarillo
- 11903 Frankland Ave, Lubbok
California · 1 listed address
- 81191 Avenida Neblina, Indio
Tennessee · 1 listed address
- 1001 FM700, Big Spring
International offices
- 6/F, ICBC TOWER, THREE GARDEN ROAD, HONG KONG, 000000, Hong Kong
Contact and registration details
- Legal name
- Leo Wealth Americas, LLC
- Headquarters
- 860 Airport Freeway, Suite 402, Hurst, TX 76054
- Website
- Not reported
- Phone
- 817-354-1090
- SEC file
- 801-135043
- Structure
- Delaware LLC
- Fiscal year end
- December
LEO Wealth Americas uses Charles Schwab ($456M, 89%) and Interactive Brokers ($55.9M, 11%) as custodians for its separately managed accounts. LEO Wealth Americas does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $456M89%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $55.9M11%
At year end, LEO Wealth Americas’ separately managed accounts were mostly in stocks (89%) and cash (10%).
What the accounts hold
- Stocks89%
- Funds1%
- Cash10%
How many clients does LEO Wealth Americas have?
LEO Wealth Americas has 984 clients and manages $512 million for them, as of June 2026. They include 643 individual clients and 341 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 June 2026
What services does LEO Wealth Americas offer?
LEO Wealth Americas provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does LEO Wealth Americas charge?
LEO Wealth Americas charges 0.35%–1.50% a year for its Non-ERISA 3(21) investment advisory services. The fee is billed in advance or in arrears and is negotiable.
Source: LEO WEALTH AMERICAS, LLC ADV PART 2, filed 3 June 2026
Which custodians does LEO Wealth Americas use?
LEO Wealth Americas’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $456M and Interactive Brokers LLC (Greenwich, CT), with $55.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026
How many financial advisors does LEO Wealth Americas have?
LEO Wealth Americas has 21 investment adviser representatives registered with state securities authorities, out of 21 employees, and 21 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 6 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 LEO Wealth Americas invest in?
At the end of its last fiscal year, LEO Wealth Americas’ separately managed accounts held 89% exchange-traded equities, 10% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LEO Wealth Americas?
LEO Wealth Americas is owned through a chain of holding companies by Leo Capital Corp. Its direct owner is Leo Holdings Americas, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 June 2026
How does LEO Wealth Americas get paid?
LEO Wealth Americas is paid through a percentage of assets under management, hourly charges, fixed fees 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
Is LEO Wealth Americas registered with the SEC?
Yes, LEO Wealth Americas has been registered with the SEC as an investment adviser since 23 February 2026. Its CRD number is 338799 and its SEC file number is 801-135043.
Source: Form ADV Part 1A, Item 1, filed 3 June 2026; IAPD firm record
How do I contact LEO Wealth Americas?
LEO Wealth Americas’ main office is at 860 Airport Freeway, Suite 402, Hurst, TX 76054. Its phone number is 817-354-1090.