Leo Wealth Revenue
Financial Services • 
Manhattan, New York, United States • 51-100 Employees
Leo Wealth revenue & valuation
| Annual revenue | $6,331,070 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,300,000 |
| Total funding | No funding |
Key Contacts at Leo Wealth
Christos Charalambous
Investment Director, Americas
Vivian Tianyue Cdfa
Managing Director And Senior Client Advisor
Amanda Xiang
Associate Director
Kevin Roche
Managing Director
Ryan Gaynor
Associate Director
Ying Du
Managing Director, Senior Client Advisor
Andrew Talbot
Senior Managing Director
Charlie Duryee
Associate Director, Wealth Advisor
Michael Bohlinger
Managing Director
Dan Moore
Managing Director | Insurance Solutions
Company overview
| Headquarters | 45 Rockefeller Plaza, 2830, New York, NY 10111, US |
| Phone number | +11005911 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, Asset Management, Portfolio Management, Financial Planning, Alternative Investments, Estate Planning, Tax Planning, Family Office Services, Cross Border Financial Planning, Stocks & Etfs, Legacy And Philanthropy, Us Citizens Abroad |
| Founded | 1994 |
| Employees | 51-100 |
| Socials |
Leo Wealth Email Formats
Leo Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@leowealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@leowealth.com | 60% |
{first name}.{last name} | john.doe@leowealth.com | 40% |
About Leo Wealth
Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company. Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Leo Wealth has 40 employees across 7 departments.
Departments
Number of employees
Funding Data
Leo Wealth has never raised funding before.
Leo Wealth Tech Stack
Discover the technologies and tools that power Leo Wealth's digital infrastructure, from frameworks to analytics platforms.
Hosting
WordPress plugins
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JavaScript libraries
Analytics
JavaScript libraries
WordPress themes
Page builders
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Font scripts
JavaScript libraries
United Kingdom
Pakistan
Germany
South Africa
Frequently asked questions
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