Leon Andrew Wells
Investment adviser representative at Sanjac Alpha LP
28 yearsExperience
1 stateRegistered in
$5.3MFirm assets
2 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Sanjac Alpha LPNov 2023 to now
- Sanjac Management LLCOct 2022 to Oct 2023
- Intercoastal Capital Markes, Inc.Dec 2013 to Dec 2016
- Saracen Capital LPMay 2013 to Jul 2022
- Independent Insurance Agent (self Employ)Jan 1998 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sanjac Alpha LP
$5.3MAssets managed
2Clients
1Advisers
2 yearsIn 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
- 2969510
- Firm CRD
- 329302