Leading Edge Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,545,499
Total clients
110
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
110
Average account size
$404,959
About
Leading Edge Wealth Management serves individual and high‑net‑worth clients and their associated trusts and estates, managing roughly $44.5 million across about 110 client relationships on both discretionary and non‑discretionary bases. The firm offers portfolio management, financial planning and consulting, and periodically presents educational seminars and workshops; it also recommends third‑party managers and model portfolios as part of its services.
The firm’s investment process combines modern portfolio theory with quantitative optimization, fundamental and technical analysis, and the use of third‑party software and vendor tools to construct and monitor portfolios. Portfolios may include mutual funds, ETFs, individual securities, options, structured products and private equity, and the firm conducts regular reviews (at least annually) and adjusts allocations based on client objectives and changing circumstances.
What distinguishes this firm from many peers is that its advisory professionals are licensed independent insurance agents who may receive commission compensation for insurance products, and the firm operates a seminar program for pre‑retirees and retirees with a revenue‑sharing arrangement with a non‑affiliated insurance marketing firm. The firm is a solo practitioner practice that relies on an institutional custodian platform and third‑party research and administrative services, which can affect available mutual fund share classes, execution arrangements, and the ancillary benefits the firm receives.
Client services
Expertise
Demographic focus
Fee options
Financial planning fixed fees typically range from $1,500 to $5,000, agreed upon case-by-case.
up to 1.5% annually (maximum, negotiable)
Advisory professionals may receive commission-based compensation for the sale of insurance products, separate from advisory fees.
Financial planning billed at $300 per hour.
Account minimum: $250,000
Main office location
Leading Edge Wealth Management, LLC
1600 Golf Road, Suite 1200
Rolling Meadows IL 60008, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")