Lwealth LLC
Legal Name: LWEALTH, LLC
Full Contact Details
Lwealth LLC
8604 GREENVILLE AVE., SUITE A-101, DALLAS, TX
214-420-7441
214-420-7443
Other Info
LWEALTH, LLC is a Texas-based Limited Liability Company that operates with 3 employees, all of whom are actively involved in advisory roles. Although the number of clients served is undisclosed, the company's SEC status is listed as 'Approved' with a registration date of April 26, 2018.
Strategic Financial Planning | Dallas, TX | Round Rock, TX — LEAP Wealth Management
Times Have Changed. Markets Have Changed. Maybe it's time your financial strategies change too.
Strategic Financial Planning | Dallas, TX | Round Rock, TX — LEAP Wealth Management
Times Have Changed. Markets Have Changed. Maybe it's time your financial strategies change too.
Direct Owners
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CHRISTOPHER ALLEN LEAP
MEMBER owns 75% or more
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TREY KENYON TAYLOR
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%