Leo Wealth, LLC

CRD 283891 · Edison, NJ · $3.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 283891
SEC number: 801-108435
Firm type: RIA
Assets under management: $3.2B as of Jun 11, 2026
Website: www.linkedin.com/company/leo-wealth ↗
Phone: 732-903-2600
Address: 379 Thornall St., Edison, NJ, 08837

Advisors at this firm

10 in our index · page 1 of 1

Matthew James AllainCRD 3267821 · Iselin, NJ

IA RegisteredRegistration inactive
Michael Anthony BohlingerCRD 4621321 · New York, NY

IA RegisteredRegistration inactive
Christakis CharalambousCRD 7423098 · New York, NY

IA Registered
Kenneth Francis DuganCRD 2417378 · Edison, NJ

IA Registered
Charles Louis DuryeeCRD 7341378 · Iselin, NJ

IA Registered
Ryan Thomas GaynorCRD 7661016 · Edison, NJ

IA Registered
Eric Scott KatzCRD 4024339 · Boca Raton, FL

IA RegisteredBroker
Kevin Conry RocheCRD 2643485 · Haddonfield, NJ

IA Registered
Peter M SavvaCRD 5696522 · Iselin, NJ

IA RegisteredBroker
Suryaveer SinghCRD 8049269 · New York, NY

IA Registered

Source & corrections

Where this page comes from

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