William Elton Leitch
Investment adviser representative at Casilio Leitch Investments
12 yearsExperience
1 stateRegistered in
$256MFirm assets
9 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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Casilio Leitch Investments, LLCOct 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Casilio Leitch Investments
Legal name: Casilio Leitch Investments, LLC
$256MAssets managed
220Clients
2Advisers
9 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
- 4742382
- Firm CRD
- 173152