Leo Wealth is a wealth manager based in New York, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Leo Wealth is an independent global wealth advisor who provides advice and guidance on wealth management, tax & estate, investments, and insurance. We have offices in New York, New Jersey, Dallas, Central Hong Kong, and Tokyo.
Investment types: Direct Investing, Investment Funds, Joint Venture/Partner, Long/Short Equity, Private Equity, Venture Capital
Sectors & themes: Annuities, Equity/Mutual Funds, ESG & Sustainability, Hedge Funds, Investment Management, Legal & Tax Services, Multi-Asset Investing, Socially Responsible Investments (SRI), Trust Management, Wealth & Estate Planning, Finance, Insurance Services, Traditional Investments (Liquid Assets), High-Level Sectors, Values-Based Investing, Alternative Investments, Financial Services
Preferred geographies: Asia/Pacific, Global, United States
Location: Suite 2830 45 Rockefeller Plaza\nNew York\nNew York\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.