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VerifiedFinancial Services· Founded 2010

Leap Wealth Management

Leap Wealth Management, LLC, is a registered investment advisor with offices located in Dallas and Round Rock, Texas. Founded on the principles of trust and integrity, we provide comprehensive financial planning, exceptional client service and a unique Advance and Preserve investment strategy which is designed to help you capture growth when the market is rising and protect capital when the market is falling. This website/information has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. No advice may be rendered by Leap Wealth Management unless a client services agreement has been properly executed.This website/information should not be construed as legal or tax advice, nor is it intended to replace the advice of a qualified attorney or tax advisor Third party posts that appear on this social media site have not been reviewed or approved by LWM for completeness or accuracy. Information that has been posted by third-parties does not reflect the views or opinions of the Advisor.

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HeadquartersDallas, United StatesEmployees5(1 to 10)Annual revenue$1M to <$10MFounded year2010Websiteleapwealthmanagement.comLinkedIn profileLinkedIn

Verified contacts

3

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

77

organic / mo

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Top roles at Leap Wealth Management

3 distinct titles indexed · top 3 shown.

  • 1client relationship manager
  • 1partner senior financial advisor cco
  • 1sr wealth advisor, dir of institutional services

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