Overview
Assets Under Management: $115 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 42
Average Client Assets: $1.6 million
Frequently Asked Questions
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281302), LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC is headquartered in MADISON, WI.
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC manages $115 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.72%
Average Client Assets: $1.6 million
Total Client Accounts: 608
Discretionary Accounts: 608
Regulatory Filings
CRD Number: 281302
Filing ID: 2076708
Last Filing Date: 2026-03-18 20:04:49