Leading Edge Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,409,305
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
99
21% high-net-worth
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
99
Very HighAverage account size
$438,478
About
Leading Edge Wealth Management serves individual and high‑net‑worth clients and their related trusts and estates, offering discretionary and non‑discretionary portfolio management, written financial planning engagements, and periodic educational seminars. The firm reports approximately $43.7 million in assets under management and structures services around clients’ stated goals, risk tolerance, and personal circumstances.
The firm’s investment approach is client‑specific and grounded in modern portfolio theory, using a mix of institutional mutual funds, ETFs, individual securities, and third‑party model portfolios and managers. Analysis and implementation rely on quantitative methods, optimization tools, and third‑party software and research to construct and monitor allocations and to recommend manager or model selections.
Noteworthy for an independent adviser, the firm’s advisory personnel are licensed insurance agents and may receive commission compensation for insurance product sales, and the firm maintains an arrangement with a non‑affiliated insurance marketing firm to run seminars tailored toward pre‑retirees and retirees. Those arrangements — including receipt of fee sharing tied to seminar attendees’ insurance purchases — are disclosed as potential conflicts of interest and distinguish the firm from many peers that do not combine advisory services with insurance brokerage and marketing fee arrangements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Income planning
Cash flow / budgeting
Tax-loss harvesting
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Demographic focus
Approaching retirement
Fee options
Financial planning fixed fees typically range from $1,500 to $5,000
Maximum annual fee of 1.5% of assets under management, fees are negotiable
Advisory professionals may receive commission-based compensation for the sale of insurance products, separate from advisory fees
Financial planning billed at $300 per hour
Ongoing financial planning services charged as an annual retainer paid quarterly
Account minimum: $250,000
Main office location
Leading Edge Wealth Management, LLC
1600 Golf Road, Suite 1200
Rolling Meadows IL 60008, United States
Number of offices
1
Most active in
Leading Edge Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Illinois · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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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