Leach, Bickmore & Weiss Wealth Management, LLC: new SEC registration, $115M AUM, Madison, WI
Leach, Bickmore & Weiss Wealth Management, LLC (Madison, Wisconsin): new SEC registration, $115M AUM, Madison, WI. Its amount of 115 is below the median of 134 (31st percentile). Dated 212 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 115 · 31th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Leach, Bickmore & Weiss Wealth Management, LLC |
| Legal name | Leach, Bickmore & Weiss Wealth Management, LLC |
| CRD | 281302 |
| Status | Approved |
| Registered with the SEC | 2026-04-06 |
| Latest Form ADV filing | 2026-07-24 |
| Location | Madison, WI, United States |
| Regulatory AUM | $115,343,421 |
| Accounts | 608 |
| Employees | 6 |
| Website | HTTPS://WWW.FACEBOOK.COM/LBWWEALTH/ |
| amount percentile | 31th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Sentinel Advisory Group, LLC · Paladin Partners · Fiduciary Financial Planning Network · Sycamore Investment Consulting Services, LLC · Cmg Wealth Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Leach, Bickmore & Weiss Wealth Management, LLC and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Leach, Bickmore & Weiss Wealth Management, LLC's amount: 31st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $115M under management.
- Website on file.
What is the NewRiaPulse record for Leach, Bickmore & Weiss Wealth Management, LLC in Madison, Wisconsin?
Leach, Bickmore & Weiss Wealth Management, LLC received SEC registration as an investment adviser (2026-04-06) with $115,343,421 in regulatory assets under management, based in Madison, WI.
How does Leach, Bickmore & Weiss Wealth Management, LLC compare to other Wisconsin NewRiaPulse records?
Its amount of 115 is below the median (31th percentile); smaller records often move faster and face less competition. It is 212 days old; check the official source for later updates before acting.
Leach, Bickmore & Weiss Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison, WI | 115 | 31st | 2026-04-06 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Wisconsin NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.