NewRiaPulse / report
Leo Wealth Americas, LLC: new SEC registration, $512M AUM, Hurst, TX
Leo Wealth Americas, LLC (Hurst, Texas): new SEC registration, $512M AUM, Hurst, TX. Its amount of 512 is above the median of 134 (89th percentile). Dated 254 days ago, it serves as a historical benchmark. Score 55/100. 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: 512 · 89th percentile of 1,149 NewRiaPulse records · 3.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Leo Wealth Americas, LLC |
| Legal name | Leo Wealth Americas, LLC |
| CRD | 338799 |
| Status | Approved |
| Registered with the SEC | 2026-02-23 |
| Latest Form ADV filing | 2026-06-03 |
| Location | Hurst, TX, United States |
| Regulatory AUM | $512,279,544 |
| Accounts | 1332 |
| Employees | 21 |
| Website | https://www.linkedin.com/company/leo-wealth |
| amount percentile | 89th of 1,149 (median 134, 3.8x median) |
| Peer records CSV (86 TX 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: 2026-02-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · 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: Leo Wealth Americas, LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Leo Wealth Americas, LLC's amount: 89th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $512M under management.
- Website on file.
What is the NewRiaPulse record for Leo Wealth Americas, LLC in Hurst, Texas?
Leo Wealth Americas, LLC received SEC registration as an investment adviser (2026-02-23) with $512,279,544 in regulatory assets under management, based in Hurst, TX.
How does Leo Wealth Americas, LLC compare to other Texas NewRiaPulse records?
Its amount of 512 sits in the upper half (89th percentile) of 1,149 records; the median is 134. It is 254 days old; check the official source for later updates before acting.
Leo Wealth Americas, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Leo Wealth Americas, LLC | Hurst, TX | 512 | 89th | 2026-02-23 |
| Multiplier Capital, LLC | Washington, DC | 503 | 88th | 2026-07-23 |
| Wealth Intelligently Navigated, LLC | Greer, SC | 533 | 89th | 2026-03-31 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
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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.