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Leap Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Leap Wealth Management, LLC operates as a registered investment adviser in the financial services industry, with offices in Dallas and Round Rock, Texas. It provides comprehensive financial planning and emphasizes a high level of client service.

Its Advance and Preserve investment approach is designed to pursue growth when markets trend upward while aiming to protect capital when markets fall. It is a small advisory practice serving clients from its Texas locations. The information accompanying its materials notes that content is for informational purposes only and that formal investment advice requires a properly executed client services agreement.

Find Leap Wealth Management employees' phone numbers or email addresses

Leap Wealth Management Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Leap Wealth Management's Leadership

  • Stylized image of a person
    C. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone

Leap Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Leap Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Jun 24, 2026

Frequently Asked Questions

What is Leap Wealth Management known for?

Minus sign iconPlus sign iconLeap Wealth Management was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-214-420-****
. Explore Leap Wealth Management's company overview page for more information.

What is Leap Wealth Management's most common email format?

Minus sign iconPlus sign iconLeap Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Leap Wealth Management email formats with LeadIQ.

How many employees does Leap Wealth Management have currently?

Minus sign iconPlus sign iconLeap Wealth Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Leap Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Leap Wealth Management's key employees include:

  • Client Relationship Manager: C. B.

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