Insights

Niche Market Focus Leap Wealth Management serves high-net-worth individuals and clients seeking tailored financial strategies, presenting opportunities to offer premium investment solutions and personalized advisories aligned with their targeted clientele.

Strategic Growth Need With revenue between 1 million and 10 million and a small team of 2-10 employees, the company may benefit from scalable technology and additional service offerings to support expansion and enhance operational efficiency.

Technology Optimization Leveraging their current tech stack can present opportunities to introduce advanced financial planning tools, CRM enhancements, or compliance solutions to improve client engagement and regulatory adherence.

Market Differentiation Positioned alongside major industry players with a specialized investment approach, Leap Wealth Management could benefit from solutions that highlight their unique value proposition and competitive positioning to attract more affluent clients.

Potential Partnership Given their regional presence in Dallas and Round Rock, there are opportunities to develop strategic alliances with local financial institutions or technology providers to expand their service offerings and increase market reach.

Leap Wealth Management Tech Stack

Media & News

Leap Wealth Management's Email Address Formats

Leap Wealth Management uses at least 1 format(s):
Leap Wealth Management Email FormatsExamplePercentage
FirstLast@leapwealth.comJohnDoe@leapwealth.com
36%
Last@leapwealth.comDoe@leapwealth.com
14%
FLast@leapwealth.comJDoe@leapwealth.com
14%
FirstLast@leapwealth.comJohnDoe@leapwealth.com
36%

Frequently Asked Questions

Where is Leap Wealth Management's headquarters located?

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Leap Wealth Management's main headquarters is located at 6301 Gaston Avenue Suite 205 Dallas, Texas United States. The company has employees across 1 continents, including North America.

What is Leap Wealth Management's phone number?

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You can contact Leap Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Leap Wealth Management's official website and social media links?

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Leap Wealth Management's official website is leapwealth.com and has social profiles on LinkedIn.

What is Leap Wealth Management's SIC code NAICS code?

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Leap Wealth Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Leap Wealth Management have currently?

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As of March 2026, Leap Wealth Management has approximately 5 employees across 1 continents, including North America. Key team members include Founder And Sr. Adviser To Private Client Group: C. L.Founder: A. L.Partner/ Senior Financial Advisor/ Cco: T. T.. Explore Leap Wealth Management's employee directory with LeadIQ.

What industry does Leap Wealth Management belong to?

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Leap Wealth Management operates in the Financial Services industry.

What is Leap Wealth Management's email format?

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Leap Wealth Management's email format typically follows the pattern of FirstLast@leapwealth.com. Find more Leap Wealth Management email formats with LeadIQ.

When was Leap Wealth Management founded?

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Leap Wealth Management was founded in 2010.

Leap Wealth Management

Financial ServicesTexas, United States2-10 Employees

Leap Wealth Management, LLC, is a registered investment advisor with offices located in Dallas and Round Rock, Texas.  Founded on the principles of trust and integrity, we provide comprehensive financial planning, exceptional client service and a unique Advance and Preserve investment strategy which is designed to help you capture growth when the market is rising and protect capital when the market is falling.

This website/information has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such.  No advice may be rendered by Leap Wealth Management unless a client services agreement has been properly executed.This website/information should not be construed as legal or tax advice, nor is it intended to replace the advice of a qualified attorney or tax advisor

Third party posts that appear on this social media site have not been reviewed or approved by LWM for completeness or accuracy. Information that has been posted by third-parties does not reflect the views or opinions of the Advisor.

Section iconCompany Overview

Headquarters
6301 Gaston Avenue Suite 205 Dallas, Texas United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Leap Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Leap Wealth Management's revenue is estimated to be in the range of $1M$10M

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