Zaphrey
Williams

Leo Wealth, LLC

CRD#2443743
Investment Advisor
in Hurst, TX

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About this Advisor

Zaphrey Williams is a financial advisor based out of Hurst, Texas with a total of 2 years of industry experience. Williams works at Leo Wealth, LLC. The advisor has gained experience at Leo Wealth, LLC, Various Insurance Carriers, Z L Williams Tax And Bookkeeping Services and Bft Financial Group, LLC. Williams holds a Series 63 license, qualifying them as a securities representative, and can advise clients in Texas. Leo Wealth, LLC is a firm based out of Hurst, TX. It has offices in seven locations and a total of 28 employees. It oversees $2 billion in assets among its 3,957 client accounts, placing it among the largest firms in the country by assets under management. Of its 3,957 customer accounts, 27% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm performs a diverse set 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 charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Leo Wealth, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

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

Zaphrey Williams Work History

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

2021 - Present (3 years)

Leo Wealth, LLC

2004 - Present (20 years)

Bft Financial Group, LLC

2004 - Present (20 years)

Bft Financial Group, LLC

2003 - Present (21 years)

Z L Williams Tax And Bookkeeping Services

1998 - Present (26 years)

Various Insurance Carriers

*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 Zaphrey Williams 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

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