Leo Wealth, LLC
Leo Wealth, LLC is a registered investment adviser headquartered in Hurst, Texas. Founded through a merger in July 2021, the firm is organized as a limited liability company under the laws of New Jersey and is part of Leo Capital Corp Holdings. Leo Wealth operates multiple independent offices in the US and an office in Hong Kong, providing advisory services under various local brand names (including Rockwall Wealth Management and KMR Financial Group). The firm primarily serves high-net-worth individuals, other individuals, corporations, and pension plans. As of 2025, Leo Wealth has approximately 43 employees.
Investment Strategy
Leo Wealth provides customized portfolio management and traditional asset management services tailored to clients’ unique financial goals and circumstances. The firm utilizes a personal, consultative process to understand each client’s objectives, risk tolerance, time horizon, and liquidity needs. Based on this analysis, Leo Wealth develops and manages investment policies and diversified portfolios. Asset allocation decisions are made through discussion with clients and ongoing portfolio monitoring, and the firm emphasizes aligning investment management with comprehensive financial planning.
Top Holdings
Equity Positions (382)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ESGV | VANGUARD WORLD FD | 5.79% | $74.5M | 678,646 | $96.41 | $109.64 | +$37.3M |
A AFRM | AFFIRM HLDGS INC | 5.37% | $69.0M | 998,091 | $50.06 | $69.14 | +$26.0M |
J JNJ | JOHNSON & JOHNSON | 4.55% | $58.5M | 382,885 | $156.62 | $152.75 | -$4.0M |
V VSGX | VANGUARD WORLD FD | 4.16% | $53.5M | 816,012 | $57.95 | $65.50 | +$17.1M |
G GSLC | GOLDMAN SACHS ETF TR | 4.16% | $53.4M | 439,959 | $108.64 | $121.38 | +$26.6M |