RIA Intel›Advisers›California›LEEDOM ASSET MANAGEMENT, INC.

LEEDOM ASSET MANAGEMENT, INC.

Advisory

CA

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

Rank in CA
#3,064
of 5,480 advisers by AUM
Average account
$1M
across 74 accounts
AUM per adviser
$75M
1 adviser

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

Total AUM
$75M
Discretionary %
100%
Clients
74
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

LAVA CREEK CAPITAL MANAGEMENT, LLC
SAN RAFAEL, CA
$75M
-25.3% 1Y
WEALTHTARGET INVESTMENT ADVISORS, LLC
BAKERSFIELD, CA
$75M
SEAWISE FINANCIAL, INC.
CARDIFF BY THE SEA, CA
$75M
INTEGRATED FINANCIAL STRATEGIES, INC.
SAN MATEO, CA
$75M
SABAL CAPITAL MANAGEMENT, LLC
SANTA MONICA, CA
$75M
-61.5% 1Y
WEALTH & TAX PLANNERS LLC
WALNUT CREEK, CA
$75M

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