Leo Wealth
Highly Engaged Employees

Q: What is Leo Wealth's official website?

Leo Wealth's official website is www.leowealth.com

Q: What is Leo Wealth's Revenue?

Leo Wealth's revenue is <$5 Million

Q: How many employees does Leo Wealth have?

Leo Wealth has 51-200 employees

Q: What industry does Leo Wealth belong to?

Leo Wealth is in the industry of: Finance , Securities Trading

Q: What is Leo Wealth competition?

Leo Wealth top competitors include: Bernicke Wealth Management , Radnor Financial Advisors , Salient Wealth Planning Group , SteelPeak Wealth Management

Q: What technology does Leo Wealth use?

Some of the popular technologies that Leo Wealth uses are: WordPress.org, reCAPTCHA, PHP, Microsoft SharePoint

Q: How do I contact Leo Wealth?

Leo Wealth contact info: Phone number: (817) 354-1090 Website: www.leowealth.com

Q: What does Leo Wealth do?

Leo Wealth is a leading independent global wealth advisor, formed by the merger of three powerhouse firms: The Capital Company, LeoGroup and BFT Financial Group. With offices in Hong Kong, New York, New Jersey and Dallas, the company's wealth professionals provide comprehensive expertise and personal guidance to support both private clients and com... panies. The company supports global citizens through their journey to achieve wealth creation and protection across borders. The company's bespoke offerings include holistic wealth management, global tax planning, cross border estate planning, alternative investments and global portfolio strategies. Read More

Q: Is Leo Wealth a public company?

Leo Wealth is private company therefore does not currently have an official ticker symbol

Finance · Texas, United States · 51-200 Employees

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Overview

Headquarters

860 Airport Fwy Ste 402, Hurst, Texas, 7...

Phone Number

(817) 354-1090

Website

www.leowealth.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Leo Wealth

Leo Wealth is a leading independent global wealth advisor, formed by the merger of three powerhouse firms: The Capital Company, LeoGroup and BFT Financial Group. With offices in Hong Kong, New York, New Jersey and Dallas, the company's wealth professionals provide comprehensive expertise and personal guidance to support both private clients and companies. The company supports global citizens through their journey to achieve wealth creation and protection across borders. The company's bespoke offerings include holistic wealth management, global tax planning, cross border estate planning, alternative investments and global portfolio strategies.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Leo Wealth Org Chart

Andrew Talbot

Chief Executive Officer

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Jon Rustin

Chief Financial Officer

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Jessica Cutrera

President

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Harmen Overdijk

Chief Investment Officer, At Leo Capital Corp...

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Leo Wealth

<$5M

51-200

Private

<$5M

1994

Andrew TalbotCEO

Truepoint Wealth Counsel

$29.9M

51-200

Private

<$5M

1990

Steven CondonCEO & Shareholder

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$5.2M

11-50

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<$5M

2012

Kim ZajicChief Administrative Officer (CAO)

Burt Wealth Advisors

<$5M

11-50

Private

<$5M

Frederick CorneliusPresident & CEO

Bernicke Wealth Managemen...

<$5M

11-50

Private

<$5M

1985

Ty BernickePresident

Salient Wealth Planning G...

<$5M

11-50

Private

1990

John SchlatterFounder & CEO

Radnor Financial Advisors

<$5M

11-50

Private

1989

Sean FitzPatrickManaging Director

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Leo Wealth Tech Stack

A closer look at the technologies used by Leo Wealth

PHP

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Frequently Asked Questions Regarding Leo Wealth

What is Leo Wealth's official website?

Leo Wealth's official website is www.leowealth.com

What is Leo Wealth's Revenue?

Leo Wealth's revenue is <$5 Million

What is Leo Wealth's SIC code?

Leo Wealth's SIC: 62,628

What is Leo Wealth's NAICS code?

Leo Wealth's NAICS: 52,523

How many employees does Leo Wealth have?

Leo Wealth has 51-200 employees

What industry does Leo Wealth belong to?

Leo Wealth is in the industry of: Finance, Securities Trading

What is Leo Wealth competition?

Leo Wealth top competitors include: Bernicke Wealth Management, Radnor Financial Advisors, Salient Wealth Planning Group, SteelPeak Wealth Management

What technology does Leo Wealth use?

Some of the popular technologies that Leo Wealth uses are: WordPress.org, reCAPTCHA, PHP, Microsoft SharePoint

Who is the CFO of Leo Wealth?

Leo Wealth's CFO is Jon Rustin

How do I contact Leo Wealth?

Leo Wealth contact info: Phone number: (817) 354-1090 Website: www.leowealth.com

What does Leo Wealth do?

What are Leo Wealth social media links?

Leo Wealth Linkedin page

Is Leo Wealth a public company?

Leo Wealth is private company therefore does not currently have an official ticker symbol

See more information about Leo Wealth

Leo Wealth Latest Hires and Their Positions

Leo Wealth is expanding and recently hired new employees. Here are the latest additions to the team.

Peter Williamson

Director

Joined Aug 1, 2026

Phone

Jamie Kwan

Head of Marketing & Communications

Joined Jul 1, 2026

Phone

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