Travis
Crowell
Leo Wealth, LLC
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About this Advisor
Travis Crowell is a financial advisor who works in Hurst, Texas with 2 years of industry experience. Crowell works at Leo Wealth, LLC. Throughout their career, Crowell has worked at Bft Financial Group, LLC and Leo Wealth, LLC. Crowell has 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 an advisory business based in Hurst, TX. The company has offices in seven locations and a total of 28 people on staff. It handles $2 billion in assets among its 3,957 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 3,957 customer accounts, 27% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually are based on the financial services offered. Fees charged by Leo Wealth, LLC likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leo Wealth, LLC Brokerage Details
$1,768,619,236
28
3,957
$446,960
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
Travis Crowell Work History
Travis has been registered as a financial advisor for 2 years.*
Leo Wealth, LLC
Bft Financial Group, LLC
Bft Financial Group, LLC
*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 Travis Crowell 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
Hong Kong,
Hurst, TX
Mid Levels,
Iselin, NJ
Central,
Hong Kong,
Hurst, TX
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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