Miles
Savitz
Leo Wealth, LLC
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About this Advisor
Miles Savitz is a financial advisor based in New York, New York, working with Leo Wealth, LLC. Miles has previously held positions at Central Middle School, Northfield Mount Hermon, Columbia University, Simpson, Thacher, & Bartlett, Leo Wealth, and United Way Of New York City. Miles has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Miles is part of Leo Wealth, LLC, which operates out of New York, New York. The firm has 7 offices and 31 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Leo Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leo Wealth, LLC Brokerage Details
$1,518,452,379
31
3,937
$385,688
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Miles Savitz Work History
Leo Wealth
Leo Wealth
Leo Wealth
Simpson, Thacher, & Bartlett
Columbia University
United Way Of New York City
Northfield Mount Hermon
Central Middle School
Disclosures
Please visit the SEC profile of Miles Savitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leo Wealth, LLC
Hurst, TX
Hurst, TX
Hurst, TX
Big Spring, TX
Hong Kong,
Mid Levels,
Central,
Iselin, NJ
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