Michael Anthony Bohlinger
Investment adviser representative at Leo Wealth, LLC
14 yearsExperience
2 statesRegistered in
$3.2BFirm assets
10 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Leo Wealth, LLCAug 2021 to now
- Leogroup Fund Services, LLCDec 2012 to now
- The Leogroup, LLCDec 2012 to now
- Olden Lane Securities, LLCOct 2017 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Leo Wealth, LLC
$3.2BAssets managed
1,714Clients
11Advisers
10 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
- 4621321
- Firm CRD
- 283891