RIA Intel›Advisers›North Carolina›LEONARD WEALTH MANAGEMENT, LLC

LEONARD WEALTH MANAGEMENT, LLC

Advisory

LINCOLNTON, NC

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$143K

across 47 accounts

AUM per adviser

$7M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$7M

Discretionary %

100%

Clients

45

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$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

45 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

TAMMY GOODMAN FINANCIAL, LLC

$7M

JOHNSON INVESTMENT PARTNERS, LLC

$7M

ONE UNDER WEALTH MANAGEMENT, LLC

$7M

ISELER FINANCIAL, LLC

$6M

ONYX WEALTH MANAGEMENT, LLC

DURHAM, NC

$6M

HARBORSIDE CAPITAL, LLC

$7M

Get the full picture on LEONARD WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LEONARD WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans