Peter M Savva
Investment adviser representative at Leo Wealth, LLC
4 yearsExperience
1 stateRegistered 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
4 years in the industry.
- Leo Wealth, LLCAug 2024 to now
- The Leogroup, LLCOct 2016 to now
- Olden Lane Securities, LLC - Disclosure MonitoringJul 2018 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5696522
- Firm CRD
- 283891