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Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth.
We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients.
Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company.
Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.
Company Details
- Employees
- 77
- Founded
- -
- Address
- 45 Rockefeller Plaza, 2830,hong Kong
- Industry
- Financial Services
- Website
- capital-company.com
- Keywords
- Wealth Management, Alternative Investments, Investments, Stocks & ETFs, US citizens abroad, Portfolio Management, Tax planning, Estate Planning, Cross Border Financial Planning, Asset Management, Legacy and Philanthropy, Family Office Services, Financial Planning.
- HQ
- New York, NY
Leo Wealth Questions
Leo Wealth's website is capital-company.com
Leo Wealth's LinkedIn profile is https://www.linkedin.com/company/leo-wealth
Leo Wealth has
77 employees.
View email and phone details for 77
employees at Leo Wealth.
Leo Wealth's industry is
Financial Services
Leo Wealth's categories are Financial Services
Leo Wealth's founding year is 1994
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Top Leo Wealth Employees
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David Lim
n/a
N/a -
Stephanie Clasper
n/a
Hong Kong, Hong Kong Sar, Hong Kong1yahoo.co.uk -
Michael Bohlinger
Managing Director At Leo Wealth
Iselin, New Jersey, United States, United States6yahoo.com, abbott.com, fcgadvisors.com, msn.com, aol.com, leogroupllc.com10 +120156XXXXX
-
Jelmer Kattevilder CFA CAIA CIWM
Client Advisory | Investment Management | Financial Planning | Estate Planning | Cross-Border Advisory
Hong Kong, Hong Kong Sar, Hong Kong
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