Alayna Leuz�
Investment adviser representative at Significant Wealth Partners LLC
23 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
23 years in the industry.
- Stephen Smith Financial, Inc.Dec 2025 to now
- Significant Wealth Partners LLCFeb 2019 to now
- Significant WealthFeb 2019 to now
- Bank of America, N.A.Jun 2018 to Feb 2019
- Merrill LynchApr 2018 to Feb 2019
- Roosevelt UniversityAug 2014 to Dec 2017
- Lake Zurich Animal HospitalFeb 2003 to Apr 2018
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
- 6942439
- Firm CRD
- 293060