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Ryan Mark Vassar

Investment adviser representative at Leo Wealth Americas, LLC
19 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

19 years in the industry.

  1. Leo Wealth Americas, LLCNov 2025 to now
  2. Leo Wealth, LLCAug 2021 to now
  3. Kmr Financial Group Inc.May 2012 to now
  4. Bft Financial Group, LLCNov 2007 to now
  5. Supreme Court of TexasNov 2012 to Nov 2020

Exams passed

  • Series 66 · Uniform Combined State Law2008

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
5449359
Firm CRD
338799
Advisor's SEC record (opens in a new tab)
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