Leafhouse Financial Advisors LLC
Legal Name: LEAFHOUSE FINANCIAL ADVISORS, LLC
Full Contact Details
Leafhouse Financial Advisors LLC
6504 BRIDGEPOINT PARKWAY, SUITE 450, AUSTIN, TX
(512) 879-1505
(512) 514-1070
Other Info
Leafhouse Financial Advisors LLC, legally known as LEAFHOUSE FINANCIAL ADVISORS, LLC, is a Texas-based limited liability company that serves a total of 1,100 clients, employing 13 persons, six of whom are advisory personnel. The firm's SEC status was last reported as approved on November 18, 2013, providing assurance to its clients of its compliance with regulatory requirements and standards.
LeafHouse Financial
We are the Flexible Fiduciary™. A discretionary investment manager with expertise in the retirement industry. LeafHouse developed proprietary technology to prudently select, evaluate, and monitor investments that are solely in the best interests of plan participants and their beneficiaries.
Direct Owners
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LEAFHOUSE FINANCIAL GROUP, LLC
MANAGING MEMBER owns 75% or more
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MARLEY ELYSE MCBURNEY
OPERATIONS COORDINATOR AND CHIEF COMPLIANCE OFFICER owns less than 5%
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NEAL MAVERICK WEAVER
MANAGING MEMBER owns less than 5%
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TODD AARON KADING
MANAGING DIRECTOR owns less than 5%