Leap Wealth Management

  • Financial Services
  • Dallas TX
  • 5 employees
  • Financial Services
Employee Directory Email Format Management Departments
Get Full Info

Company Overview

Website
leapwealth.com
Employees
5
Founded in
2010
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

WealthLeap. Aspiring

  • Jul 8, 2025
  • twitter.com

Major markets rose last week, with the S&P 500 hitting a record high of 6173.07, gaining 3.4%. Optimism followed a Trump-brokered Israel-Iran ceasefire. Crude oil briefly spiked but settled at $65. This week is shortened for the Fourth of July, as Congress pus

  • Jul 1, 2025
  • linkedin.com

Raymond James' AI Search: A Strategic Leap in Wealth Management Technology?

  • Apr 18, 2025
  • ainvest.com

interview with chris leap

  • Feb 4, 2025
  • lakewoodna.org

Our Team of Financial Professionals

  • Nov 9, 2023
  • leapwealthmanagement.com

EFG, Bank of Singapore set targets for ‘big leap’ in Hong Kong private banking

  • Jul 10, 2023
  • scmp.com

Who is Leap Wealth Management

Leap Wealth Management, LLC is a registered investment advisor based in Dallas, Texas. The company is a limited liability company with four employees and generates approximately $2.5 million in annual revenue. Leap Wealth Management offers comprehensive financial planning services and a unique investment strategy known as Advance and Preserve. This strategy aims to help clients maximize growth during market upturns while mitigating losses during downturns. Leap Wealth Management prioritizes trust and integrity in all client interactions. They emphasize exceptional client service and strive to provide personalized financial guidance. For more information about Leap Wealth Management and their services, please visit their website at leapwealth.com.

Leap Wealth Management Industry Tags

Investment Management
Financial Planning
Customer Experience
Financial Services
Financial Advisory Services
View All Industry Tags

Companies Similar to Leap Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Leap Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

Northsight Capital

 3M 1 Scottsdale, AZ 2012

Black Box Stocks

 3M 6 Dallas, TX 2014

CapStar Financial LLC

 3M 5 Austin, TX 1995

Equus Total Return Inc

 3M 5 Houston, TX

13D Monitor

 3M 2 New York, NY 2006
View More Companies

FAQ

What is the location of Leap Wealth Management's headquarters?
The headquarters of Leap Wealth Management are situated at 8604 Greenville Ave, Suite A101, Dallas TX
What is Leap Wealth Management's official website?
The official website of Leap Wealth Management can be found at leapwealth.com.
What is Leap Wealth Management's current revenue?
As of March 2015, Leap Wealth Management's annual revenue reached $3B.
How many employees does Leap Wealth Management currently have?
Leap Wealth Management employs approximately 5+ people as of March 2015
Which industries is Leap Wealth Management primarily operating in?
Leap Wealth Management operates in the following industries: Finance, Credit
What are Leap Wealth Management's industry tags?
Leap Wealth Management's industry tags include: Investment Management, Financial Planning, Customer Experience
When was Leap Wealth Management founded?
Leap Wealth Management was founded in 2010.