Leon
Wells

Sanjac Alpha Lp

CRD#2969510
Investment Advisor
in Houston, TX

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About this Advisor

Leon Wells is a financial advisor based in Houston, Texas, working with Sanjac Alpha Lp. Leon has previously held positions at Saracen Capital Lp, Intercoastal Capital Markes, Inc, Independent Insurance Agent (Self Employ), Sanjac Management LLC, and Sanjac Alpha Lp. Leon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Leon is part of Sanjac Alpha Lp, which operates out of Houston, Texas. The firm has one office and six employees. The services offered by the firm include portfolio management for investment companies. The fee structure at Sanjac Alpha Lp includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

3033 W Alabama
Houston, TX 77098

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Sanjac Alpha Lp Brokerage Details

Total Number of Employees

6

TX Average: 49

Investment Advisory Services

  • Portfolio management for investment companies

Leon Wells Work History

2023 - Present (2 years)

Sanjac Alpha Lp

2022 - 2023 (1 year)

Sanjac Management LLC

2013 - 2022 (9 years)

Saracen Capital Lp

2013 - 2016 (3 years)

Intercoastal Capital Markes, Inc

1998 - 2021 (23 years)

Independent Insurance Agent (Self Employ)

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Disclosures

Please visit the SEC profile of Leon Wells 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 Sanjac Alpha Lp

Leon Wells
Houston, TX

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