Leader Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Leader Investments LLC advises individual investors seeking personalized financial guidance without asset-management services. The firm provides tailored portfolio allocation and security recommendations but does not manage client accounts or take custody of client assets.
Its advice emphasizes diversification and value-oriented selections, generally favoring indices and publicly traded vehicles, with recommendations customized via suitability questions covering age, income, risk tolerance, and financial goals. Advice is delivered through consultations (in-person, video, or phone), and clients retain responsibility for executing recommended transactions because the firm does not accept discretionary authority.
Notably, Leader Investments does not charge advisory fees based on assets under management and reports $0 in AUM, a model that differs from the majority of independent advisers. The firm also does not provide regular account reporting or execute client trades on their behalf, and the principal maintains outside employment in the technology sector, an atypical non‑financial affiliation for a solo adviser.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$100 per hour
Fee-only: $100 per hour for personalized investment advice
Main office location
Leader Investments LLC
Silver Spring MD, United States
Number of offices
1
Most active in
Leader Investments LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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