RIA Intel›Advisers›New Jersey›LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

Advisory

N·PARSIPPANY, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$237M
1-Year AUM Growth
+11.3%
3-Year CAGR
+4.1%
Employees
1
Assets Under Management
Total AUM$237M
Discretionary AUM$237M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients190
Team
Total Employees1
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record32
First FilingJun 17, 2014
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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