Company profile
Leo Wealth
- Industry
- Financial Services
- Employees
- 11
- Headquarters
- Edison, New Jersey
- LinkedIn followers
- 16
- Office locations
- 3
Leo Wealth company summary
Leo Wealth is a company in the Financial Services industry, headquartered in Edison, New Jersey. On LinkedIn the company has around 11 employees and 16 followers. The company lists 3 office locations. Its listed specialties include tax planning, estate planning, financial planning, wealth management, investments.
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About Leo Wealth
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 New Jersey, New York and Florida, our team of 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. Disclosures - Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is affiliated with Leo Wealth, LLC, Leo Tax and Consulting LLC, Leo Capital Corporation Limited, but not any other 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. Circular 230: Tax Advice Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any US federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein. Confidentiality Notice: The information contained in this e-mail communication may be legally privileged and is intended only for the personal and confidential use of the designated recipient named above.
Specialties
Where is Leo Wealth located?
Leo Wealth lists 3 office locations.
Compare companies similar to Leo Wealth
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Leo Wealth leowealth.com | Financial Services | 11 | - | Edison, New Jersey |
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Frequently asked questions about Leo Wealth
What does Leo Wealth do?
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 New Jersey, New York and Florida, our team of 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. Disclosures - Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is affiliated with Leo Wealth, LLC, Leo Tax and Consulting LLC, Leo Capital Corporation Limited, but not any other 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. Circular 230: Tax Advice Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any US federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein. Confidentiality Notice: The information contained in this e-mail communication may be legally privileged and is intended only for the personal and confidential use of the designated recipient named above.
How many employees does Leo Wealth have?
Leo Wealth has around 11 employees on LinkedIn.
Where is Leo Wealth headquartered?
Leo Wealth is headquartered in Edison, New Jersey.
Where does Leo Wealth have offices?
Leo Wealth lists 3 office locations, including Edison, New Jersey, US; Boca Raton, Florida, US; New York, NY, US.
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