Data / Investment advisers / Texas / Leap Wealth Management
Leap Wealth Management, Dallas, TX: $306 million AUM, SEC registered investment adviser
Leap Wealth Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $306 million in regulatory assets under management in its Form ADV filed April 14, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 152253
- SEC file number
- 801-112978
- SEC status
- Approved, effective April 26, 2018
- Legal name
- Lwealth, LLC
- Main office
- 6301 Gaston Ave Suite 205, Dallas, TX 75214
- Phone
- (214) 420-7441
- Website
- leapwealth.com
- Regulatory AUM
- $305,538,403 in the Form ADV filed April 14, 2026
- Discretionary AUM
- $305,335,453
- Non discretionary AUM
- $202,950
- Accounts
- 1,190
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 14, 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 | 128 | $247.8 million |
| Individuals (other than high net worth individuals) | 235 | $57.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $305.5 million | February 25, 2026 |
| December 1, 2025 | $272.5 million | March 11, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Velocis Management, LLC | Dallas | $346.4 million | 8 | adviserinfo.sec.gov |
| Capital Ideas | Dallas | $336.2 million | Not listed | adviserinfo.sec.gov |
| Fluent Financial, LLC | Dallas | $329.7 million | Not listed | adviserinfo.sec.gov |
| Resilient Capital Management, LLC | Dallas | $326.1 million | 3 | adviserinfo.sec.gov |
| Meros Investment Management, LP | Dallas | $321 million | Not listed | adviserinfo.sec.gov |
| Canyon Abf Manager LLC | Dallas | $300 million | 2 | adviserinfo.sec.gov |
| Orchid Advisory | Dallas | $295.7 million | Not listed | adviserinfo.sec.gov |
| Ridgepost Capital Advisors, LLC | Dallas | $288.4 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Leap Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.