Jelmer Maarten Kattevilder
Investment adviser representative at Leo Wealth Americas, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$512.3MFirm assets
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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
12 years in the industry.
- Leo Wealth Americas, LLCNov 2025 to now
- Leo Brokerage, LLCMay 2024 to now
- Schroders Wealth Management Hong KongApr 2018 to Apr 2024
- UnemployedNov 2017 to Mar 2018
- Abn Amro Bank NvFeb 2014 to Oct 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 7996754
- Firm CRD
- 338799