William David Schultz
Investment adviser representative at Leo Wealth Americas, LLC
24 yearsExperience
1 stateRegistered in
$512.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Leo Wealth Americas, LLCNov 2025 to now
- Leo Wealth, LLCAug 2021 to now
- Bft Financial Group, LLCJan 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Leo Wealth Americas, LLC
$512.3MAssets managed
984Clients
21Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2219862
- Firm CRD
- 338799