Wealth Manager
    SEC Registered
    Manages Private Funds

    Leafhouse Financial Advisors, LLC

    Registered investment advisor · Austin, Texas · CRD #149694

    Assets Under Management
    $24.1B
    Client Accounts
    4,247
    Employees
    30
    CRD Number
    149694
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Leafhouse Financial Advisors, LLC

    Working together to help people meet their financial goals!

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Leafhouse Financial Advisors, LLC

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    Frequently Asked Questions

    What is Leafhouse Financial Advisors, LLC's AUM?

    Leafhouse Financial Advisors, LLC reports approximately $24.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Leafhouse Financial Advisors, LLC headquartered?

    Leafhouse Financial Advisors, LLC is headquartered in Austin, Texas.

    What is Leafhouse Financial Advisors, LLC's CRD number?

    Leafhouse Financial Advisors, LLC's CRD number is 149694. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Leafhouse Financial Advisors, LLC manage?

    Leafhouse Financial Advisors, LLC manages approximately 4,247 client accounts according to its latest SEC filing.

    Is Leafhouse Financial Advisors, LLC SEC registered?

    Yes, Leafhouse Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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