Ryan
Vassar

Leo Wealth, LLC

CRD#5449359
Investment Advisor
in Hurst, TX

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About this Advisor

Ryan Vassar is a financial advisor based out of Hurst, Texas, with a total of 2 years of relevant experience. Vassar is currently employed by Leo Wealth, LLC. Throughout their career, Vassar has worked at Bft Financial Group, LLC, Supreme Court Of Texas, Leo Wealth, LLC and Kmr Financial Group Inc. Vassar maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Leo Wealth, LLC is a business headquartered in Hurst, TX. The investment advisory business has offices in seven locations and a total of 28 financial advisors. It manages $2 billion in total assets among its 3,957 client accounts, making it one of the biggest firms in the country by assets under management. Of its 3,957 accounts, 27% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely are based on which services the firm provides the client. However, fees billed by Leo Wealth, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

860 Airport Freeway Suite 402
Hurst, TX 76054

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Leo Wealth, LLC Brokerage Details

Total Assets Under Management

$1,768,619,236

TX Average: $3,042,739,679
Total Number of Employees

28

TX Average: 49
Total Number of Accounts

3,957

TX Average: 2,315
Average Account Size

$446,960

TX Average: $1,314,358

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

Ryan Vassar Work History

Ryan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Leo Wealth, LLC

2012 - Present (12 years)

Kmr Financial Group Inc

2008 - Present (16 years)

Bft Financial Group, LLC

2007 - Present (17 years)

Bft Financial Group, LLC

2012 - 2020 (8 years)

Supreme Court Of Texas

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Vassar 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

Tian Hu
Hong Kong,
Renee Sneed
Hurst, TX
Harmen Overdijk
Central,
Ryan Gaynor
Iselin, NJ
Amber Veronique
Hong Kong,
Jason Gibbons
Mid Levels,
Travis Crowell
Hurst, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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