Leo Wealth | Fund Manager

Fund Manager

Leo Wealth

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LW

Leo Wealth

Fund Manager

Primary Strategy: Private Equity

Year Founded: 1994

Number of Employees: 76

Ownership: Privately Held

Year End: December

Description

Leo Wealth is a wealth management firm offering tax preparation, estate planning, investment, and insurance services. With offices in Asia and the U.S., their team of over 50 professionals provides personalized solutions. They are independent, owned by partners focused on trusted advice and international expertise. Securities and advisory services are offered through affiliated entities.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/leo-wealth

Address

379 Thornall Street, Floor 9-Suite 9, Edison, New Jersey, United States

Date

As of: September 30, 2025

Overview
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Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography

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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Similar Companies

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Details

Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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