Leo Wealth Americas, Llc
- Regulatory AUM
- $512M
- Discretionary
- $512M
- Clients
- 984
- Avg AUM / client
- $521K
- Accounts
- 1,332
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 643 | $11.9M | 2.31% |
| High net worth individuals | 341 | $500M | 97.7% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harmen Christiaan Overdijk | Registered representative | CFA | Feb 2026 (0y) | |
| Jessica Carolyn Cutrera Papadopoulos | Registered representative | Feb 2026 (0y) | ||
| Aleksey Mironenko | Registered representative | Apr 2026 (0y) | ||
| Charles Wesley Mc Kenzie | Registered representative | CFP | Apr 2026 (0y) | |
| Daniel Neil Savard | Registered representative | Apr 2026 (0y) | ||
| David Swee Hock Lim | Registered representative | Apr 2026 (0y) | ||
| Jimmy Daryl Curtis | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Jacob Ethan Friedland | Registered representative | Apr 2026 (0y) | ||
| Jelmer Maarten Kattevilder | Registered representative | CFA | Apr 2026 (0y) | |
| Jeremy Alan Knight | Registered representative | Apr 2026 (0y) | ||
| Ray Lee Pinson | Registered representative | CFP | Apr 2026 (0y) | |
| Ryan Mark Vassar | Registered representative | Apr 2026 (0y) | ||
| Stephen Dallas Tally | Registered representative | Apr 2026 (0y) | ||
| Thye Soon Foo | Registered representative | Apr 2026 (0y) | ||
| Tian Yue Hu | Registered representative | CFP | Apr 2026 (0y) | |
| William David Schultz | Registered representative | Apr 2026 (0y) | ||
| Yuan Fang | Registered representative | Apr 2026 (0y) | ||
| Miles Savitz | Registered representative | Apr 2026 (0y) | ||
| Zaphrey Llwellyn Williams | Registered representative | Apr 2026 (0y) | ||
| Cynthia Ng | Registered representative | CFA | May 2026 (0y) | |
| Nicholas Adam Netzer | Registered representative | May 2026 (0y) | ||
| Roman S Marquez | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FINANCIAL PLANNING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $456M (89% of AUM) Jun 2026
- Interactive Brokers $55.9M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗