Zaphrey
Williams
Leo Wealth, LLC
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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
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
Zaphrey Williams Work History
Zaphrey has been registered as a financial advisor for 2 years.*
Leo Wealth, LLC
Bft Financial Group, LLC
Bft Financial Group, LLC
Z L Williams Tax And Bookkeeping Services
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
Hong Kong,
Hurst, TX
Hurst, TX
Iselin, NJ
Hong Kong,
Central,
Mid Levels,
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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