Data / Investment advisers / Wisconsin / Leach, Bickmore & Weiss Wealth Management, LLC
Leach, Bickmore & Weiss Wealth Management, LLC, Madison, WI: $115 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Leach, Bickmore & Weiss Wealth Management, LLC is an SEC registered investment adviser with its main office in Madison, Wisconsin and reports $115 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and other fees. It advises 1 private fund.
The request: Watch Leach, Bickmore & Weiss Wealth Management, LLC (CRD number 281302): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 281302
- SEC file number
- 801-135775
- SEC status
- Approved, effective April 6, 2026
- Main office
- 6410 Enterprise Lane Suite 120, Madison, WI 53719
- Phone
- (608) 286-1321
- Regulatory AUM
- $115,343,421 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $115,343,421
- Accounts
- 608
- Employees
- 6, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, other fees
- Private funds
- 1: 1 hedge fund
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $66.6 million |
| Individuals (other than high net worth individuals) | 249 | $48.1 million |
| Charitable organizations | 1 | $613,245 |
Other advisers in Madison
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CLF Asset Management, Inc. | Madison | $146.9 million | Not listed | adviserinfo.sec.gov |
| CMG Wealth Advisors LLC | Madison | $138.4 million | Not listed | adviserinfo.sec.gov |
| American Investment Advisors Inc | Madison | $137.9 million | Not listed | adviserinfo.sec.gov |
| Central Wealth Management LLC | Madison | $136.8 million | Not listed | adviserinfo.sec.gov |
| Omni Financial LLC | Madison | $116.9 million | Not listed | adviserinfo.sec.gov |
| Yahara Wealth Management LLC | Madison | $112 million | Not listed | adviserinfo.sec.gov |
| Gener8tor Management, LLC | Madison | Not listed | 31 | adviserinfo.sec.gov |
| Healthx Management, LLC | Madison | Not listed | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Madison, WI
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Leach, Bickmore & Weiss Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.