Leicht Financial Planning & Wealth Management, Inc.
Leicht Financial Planning & Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Parsippany, New Jersey. Founded in 2014 by Andrew Leicht, the firm provides comprehensive wealth management, financial planning, and investment advisory services. With approximately 5 employees, the firm serves individuals, families, and small business owners seeking personalized financial solutions.
Investment Strategy
Leicht Financial Planning & Wealth Management focuses on comprehensive financial and retirement planning, asset management strategies including mutual funds, annuities, ETFs, stocks, bonds, and alternative investments. The firm emphasizes goal planning, tax-sensitive and tax-efficient investment strategies, estate and legacy planning, risk management through insurance analysis, and business succession planning. Their approach is to act as a financial steward for clients, coordinating with legal and tax professionals to deliver holistic and customized strategies designed to meet clients' long-term objectives.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 25.90% | $54.5M | 571,961 | $61.77 | $95.32 | +$11.0M |
S SPYV | SPDR SERIES TRUST | 13.80% | $29.1M | 555,096 | $42.37 | $52.34 | +$6.6M |
S SPTI | SPDR SERIES TRUST | 11.89% | $25.0M | 869,787 | $29.40 | $28.77 | -$19.5K |
S SPMB | SPDR SERIES TRUST | 9.04% | $19.0M | 861,456 | $23.24 | $22.10 | +$1.7M |
S SPDW | SPDR INDEX SHS FDS | 8.93% | $18.8M | 464,450 | $34.38 | $40.49 | +$809.1K |