Updated November 20, 2023
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Leap Wealth Management

Investment Advisor Firm
Total assets under management$204M
Years in business14+

About Leap Wealth Management

At Leap Wealth Management, the firm understands that the stock market can be complex and unpredictable. That's why they have developed a unique "Advance and Preserve" investment strategy to help their clients capture growth during market upswings and protect their capital during downturns.

Founded in 2010 by Chris Leap, an experienced financial advisor with a passion for helping individuals navigate the complexities of the stock market, Leap Wealth Management is committed to providing comprehensive financial planning and exceptional client service. With offices in Dallas and Round Rock, Texas, they serve clients across the region.

Chris's journey in the financial industry began in 1995 when he discovered his love for finance and recognized its potential to positively impact people's lives. After witnessing the devastating effects of the Tech Bubble burst in 2000 and the market collapse in 2008, Chris saw an opportunity for a better approach to investing. He believed that traditional model portfolios were not adequately protecting investors' investments during turbulent times. This realization inspired him to establish Leap Wealth Management to offer a more compelling investment experience.

Leap Wealth Management is dedicated to advancing and protecting wealth through a process-driven approach. Their team combines dynamic, active, and passive investment strategies with strategic advisory services to help our clients achieve their financial goals. They believe there are times to invest, times to hold back, and times in between — and their unique Advance and Preserve strategy reflects this belief.

They build long-term relationships with their clients based on trust and integrity. Leap Wealth Management takes the time to understand each client's needs, goals, risk tolerance, and time horizon before developing personalized financial plans tailored specifically for them.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Strategy
  3. Financial Services

More about Leap Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1522533

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Pricing options

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