SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Leap Wealth Management
Dallas, TX
Lwealth, LLC, CRD 152253
Firm filing updated April 14, 2026 ·
- $305.5MAssets
- 363Clients
- 3Advisory staff
- 1,190Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- CommissionsYes
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals235
- High net worth individuals128
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 235 | $57.8 million |
| High net worth individuals | 128 | $247.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$305.5 million
- Accounts1,190
- Discretionary$305.3 million · 1,189 accounts
- Non-discretionary$202,950 · 1 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents3
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Lwealth, LLC SEC-registered investment advisor. CRD 152253, SEC file 801-112978.
- Registered with the SEC as an investment advisor (status date on record: April 26, 2018).
Is Leap Wealth Management a fiduciary?
Short answer: Leap Wealth Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
3 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.