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Leo Wealth

EST. AUM
$3,205,181,999

CONTACTS
14

CLIENT ACCOUNTS
5,195

Firm Details

Metro area New York City
CRD Number 283891
Website leowealth.com
Client types

Overview

Leo Wealth is a leading independent global wealth advisor, formed from the merger of The Capital Company, LeoGroup, and BFT Financial. The merger has been approved by FINRA in the US and the SFC in Hong Kong. As Leo Wealth, their holistic approach to wealth management features global reach with offices in Hong Kong, New York, New Jersey, and Dallas Fort Worth; substantial industry experience from 45 wealth management professionals; expertise across tax and estate planning, alternative investments, and global portfolio strategies; and strong, long-lasting relationships with a diverse range of clients, including both individuals and organizations across borders.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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