Warren Leet
Advisor at Blue Castle Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Castle Wealth
Location
Lexington, KY 40513
Credentials
Series 65
Industry experience
3 years
About
Warren Leet is a financial advisor at Blue Castle Wealth with a Series 65 designation and three years of industry experience. He previously worked for American Trust / Unified Trust Company for six years before joining Blue Castle Wealth, an independent advisory firm he has been with since 2022. Warren is also a partner in Leet Brothers Investments, LLC, a real estate investment and property management business, though he is currently inactive in day-to-day operations. Blue Castle Wealth serves individuals, charitable organizations, and businesses with discretionary wealth management and comprehensive financial planning. The firm uses a combination of fundamental, technical, cyclical, and charting analysis alongside modern portfolio theory to manage client portfolios on a discretionary basis tailored to client-specific policies and risk tolerances.
Expertise
Based on Blue Castle Wealth
Business ownership considerations
Business exit / sale strategy
Retirement income strategy
Cash flow / budgeting
Fee options
Between $125 and $1,000 based on complexity and scope
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
$125 per hour
Account minimum: $100,000
Location
1040 Monarch St., 3 Rd Floor
Lexington, KY 40513
Most active in
Warren L has reported serving >5 clients in these states in the last 12 months.
Kentucky
Work history
Leet Brothers Investments, LLC
2025 - Present (1 year)
Blue Castle Wealth, LLC
2022 - Present (4 years)
American Trust / Unified Trust Company
2017 - 2022 (5 years)
American Trust / Unified Trust Company
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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