Insights

Niche Market Focus Leonard Wealth Management specializes in holistic investment advisory services within North Carolina, providing an opportunity to tailor solutions that address the unique financial planning needs of local high-net-worth clients.

Technology Adoption With a tech stack that includes Google Cloud and Bootstrap, the firm is leveraging modern cloud-based platforms and responsive web technologies, indicating openness to innovative digital solutions to enhance client engagement and operational efficiency.

Personalized Service Offering Owned and operated by a Certified Estate Planner, J. Cain Leonard, the company emphasizes estate planning and comprehensive financial strategies, presenting potential for partnerships in estate, tax, and legacy planning services.

Growth Potential As a small firm with 2-10 employees, Leonard Wealth Management has the potential for scalable growth through strategic alliances with larger financial institutions or technology providers targeting boutique advisory firms.

Competitive Benchmarking Positioned alongside industry giants with revenues in the billions, Leonard Wealth Management can leverage technology and customized services to differentiate itself and capture clients seeking personalized wealth management solutions.

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Leonard Wealth Management, LLC Tech Stack

Leonard Wealth Management, LLC uses 8 technology products and services including Facebook Pixel, Wix, Webpack, and more. Explore Leonard Wealth Management, LLC's tech stack below.

Facebook Pixel
Analytics
Wix
Content Management System
Webpack
Development
Google Cloud
Infrastructure As A Service
TweenMax
Javascript Frameworks
Polyfill
Javascript Libraries
Zepto
Javascript Libraries
Bootstrap
UI Frameworks

Media & News

Leonard Wealth Management, LLC's Email Address Formats

Leonard Wealth Management, LLC uses at least 1 format(s):

Leonard Wealth Management, LLC Email Formats	Example	Percentage
First@leonardwealth.net	John@leonardwealth.net	33%
F.Last@leonardwealth.net	J.Doe@leonardwealth.net	17%
First@leonardwealth.net	John@leonardwealth.net	33%
F.Last@leonardwealth.net	J.Doe@leonardwealth.net	17%

Frequently Asked Questions

Where is Leonard Wealth Management, LLC's headquarters located?

Leonard Wealth Management, LLC's main headquarters is located at 312 E. Water Street, Lincolnton, NC 28092, US. The company has employees across 1 continents, including North America.

What is Leonard Wealth Management, LLC's official website and social media links?

Leonard Wealth Management, LLC's official website is leonardwealth.net and has social profiles on LinkedIn.

What is Leonard Wealth Management, LLC's NAICS code?

Leonard Wealth Management, LLC's NAICS code is 52 - Finance and Insurance.

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

As of October 2025, Leonard Wealth Management, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Certified Estate Planner: C. L.Client Services: M. D.: S. A. L.. Explore Leonard Wealth Management, LLC's employee directory with LeadIQ.

What industry does Leonard Wealth Management, LLC belong to?

Leonard Wealth Management, LLC operates in the Financial Services industry.

What technology does Leonard Wealth Management, LLC use?

Leonard Wealth Management, LLC's tech stack includes Facebook PixelWixWebpackGoogle CloudTweenMaxPolyfillZeptoBootstrap.

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

Leonard Wealth Management, LLC's email format typically follows the pattern of First@leonardwealth.net. Find more Leonard Wealth Management, LLC email formats with LeadIQ.

When was Leonard Wealth Management, LLC founded?

Leonard Wealth Management, LLC was founded in 1959.

Leonard Wealth Management, LLC

Q: What technology does Leonard Wealth Management, LLC use?

Leonard Wealth Management, LLC's tech stack includes reCAPTCHA, Wix, Lodash, Google Cloud, Facebook Pixel.

Financial ServicesUnited States2-10 Employees

Leonard Wealth Management, LLC, is a NC Registered Investment Adviser. It is a holistic Investment Advisory owned and operated by J. Cain Leonard, CEP(r) and an MCEP(r) A Master Certified Estate Planner. J. Cain Leonard is a Investment Adviser Representative of Leonard Wealth Management. LLC. 

Investment Advisory Services are offered through Leonard Wealth Management, LLC a NC Registered Investment Adviser. Insurance services
are offered through Leonard Insurance Solutions and Leonard Wealth Management, LLC and Leonard Insurance Solutions are affiliated.