RIA Intel›Advisers›Tennessee›BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

Advisory

TN

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$752K

across 24 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$0

Non-Discretionary AUM$18M

Discretionary %0%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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AFFECT FINANCIAL PARTNERS, LLC

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SEGO WEALTH MANAGEMENT, LLC

COLLIERVILLE, TN

$17M

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