David Christopher Leuze
Investment adviser representative at Significant Wealth Partners LLC
10 yearsExperience
1 stateRegistered in
$126.1MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Significant Wealth Partners LLCJun 2020 to now
- UnemployedAug 2019 to Jun 2020
- Merrill LynchApr 2018 to Aug 2019
- Camping WorldFeb 2017 to Apr 2019
- UnemploymentMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Significant Wealth Partners LLC
$126.1MAssets managed
851Clients
3Advisers
3 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
- 6942438
- Firm CRD
- 293060