RIA IntelAdvisersIllinoisLEADING EDGE WEALTH MANAGEMENT, LLC

LEADING EDGE WEALTH MANAGEMENT, LLC

Advisory

ROLLING MEADOWS, IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IL
#1,238
of 1,719 advisers by AUM
Average account
$218K
across 201 accounts
AUM per adviser
$44M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$44M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$44M
Discretionary AUM$36M
Non-Discretionary AUM$7M
Discretionary %83.2%
Total Clients100
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, FL, IL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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