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Leonard Wealth Management, LLC Employee Directory

Financial ServicesNorth Carolina, United States0-1 Employees

Leonard Wealth Management, LLC operates as a registered investment adviser based in Lincolnton, North Carolina. The firm provides holistic investment advisory services, led by J. Cain Leonard, who holds professional designations including CEP and Master Certified Estate Planner, and serves as an investment adviser representative. The organization positions itself within the financial services industry as a small, boutique firm offering coordinated financial planning and investment guidance, with related insurance services available through affiliated entities.

Its structure reflects a close, owner-operated model focused on delivering integrated wealth management solutions to clients in the region. The company emphasizes a combination of investment oversight and estate planning expertise, supported by its affiliated insurance offerings. This setup situates Leonard Wealth Management within the North Carolina advisory landscape as a localized provider focused on comprehensive financial stewardship for individuals seeking coordinated planning and advisory support.

Find Leonard Wealth Management, LLC employees' phone numbers or email addresses

Leonard Wealth Management, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Leonard Wealth Management, LLC's Leadership

  • Stylized image of a person
    T. L.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A. L.
    Phone icon
    Mobile Phone

Contact profiles from Leonard Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L.
    Founder
    Phone icon
    Mobile Phone
    Nov 20, 2025
  • Stylized image of a person
    M. D.
    Client Services
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. A. L.
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Leonard Wealth Management, LLC known for?

Minus sign iconPlus sign iconLeonard Wealth Management, LLC was founded in 1959 operates in the Financial Services industry. The company's main headquarters is located in 312 East Water Street Lincolnton, North Carolina 28092 United States. Explore Leonard Wealth Management, LLC's company overview page for more information.

What is Leonard Wealth Management, LLC's most common email format?

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

How many employees does Leonard Wealth Management, LLC have currently?

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

Who are Leonard Wealth Management, LLC's key employees and leadership?

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As of June 2026, Leonard Wealth Management, LLC's key employees include:

  • Founder: T. L.
  • Client Services: M. D.
  • : S. A. L.

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