Leap Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Leap Wealth Management, LLC, is a registered investment advisor with offices located in Dallas and Round Rock, Texas.  Founded on the principles of trust and integrity, we provide comprehensive financial planning, exceptional client service and a unique Advance and Preserve investment strategy which is designed to help you capture growth when the market is rising and protect capital when the market is falling.

This website/information has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such.  No advice may be rendered by Leap Wealth Management unless a client services agreement has been properly executed.This website/information should not be construed as legal or tax advice, nor is it intended to replace the advice of a qualified attorney or tax advisor

Third party posts that appear on this social media site have not been reviewed or approved by LWM for completeness or accuracy. Information that has been posted by third-parties does not reflect the views or opinions of the Advisor.

Find Leap Wealth Management employees' phone numbers or email addresses

Leap Wealth Management Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Leap Wealth Management's Leadership

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    C. L.
    Founder And Sr. Adviser To Private Client Group
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    A. L.
    Founder
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    T. T.
    Partner/ Senior Financial Advisor/ Cco
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    C. B.
    Client Relationship Manager
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    C. V.
    Office Manager
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    M. M.
    Sr Wealth Advisor, Dir Of Institutional Services
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    A. L.
    Institutional Investment Consultant
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    A. T.
    Financial Advisor
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Leap Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Leap Wealth Management

Name
Title
Contact Info
Location
Last Update
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    C. L.
    Founder And Sr. Adviser To Private Client Group
    Phone icon
    United StatesTexas
    Oct 28, 2025
  • Stylized image of a person
    T. T.
    Partner/ Senior Financial Advisor/ Cco
    Phone icon
    United StatesTexas
    Mar 01, 2024
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    A. L.
    Founder
    Phone icon
    UNITED STATES
    Apr 07, 2023
  • Stylized image of a person
    C. B.
    Client Relationship Manager
    Phone icon
    Oct 22, 2025
  • Stylized image of a person
    C. V.
    Office Manager
    Phone icon
    United StatesTexas
    Sep 10, 2024
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    M. M.
    Sr Wealth Advisor, Dir Of Institutional Services
    Phone icon
    United StatesTexas
    Apr 22, 2024
  • Stylized image of a person
    A. L.
    Institutional Investment Consultant
    Phone icon
    United StatesTexas
    Oct 22, 2024
  • Stylized image of a person
    A. T.
    Financial Advisor
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. T.
    Advanced Financial Advisor
    Phone icon
    UNITED STATES
    Mar 01, 2024

Frequently Asked Questions

What is Leap Wealth Management known for?

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Leap Wealth Management was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 6301 Gaston Avenue Suite 205 Dallas, Texas United States; you can contact the main corporate office by phone at . Explore Leap Wealth Management's company overview page for more information.

What is Leap Wealth Management's most common email format?

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Leap Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Leap Wealth Management email formats with LeadIQ.

How many employees does Leap Wealth Management have currently?

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Leap Wealth Management has approximately 5 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Leap Wealth Management's key employees and leadership?

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As of March 2026, Leap Wealth Management's key employees include:

  • Founder And Sr. Adviser To Private Client Group: C. L.
  • Founder: A. L.
  • Partner/ Senior Financial Advisor/ Cco: T. T.
  • Client Relationship Manager: C. B.
  • Office Manager: C. V.

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