Investment adviser · CRD 281302

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

MADISON, WI, United States · Form ADV filed Jul 24, 2026

Regulatory AUM
$115M
Form ADV · Item 5.F
Client accounts
608
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals42$66,581,20957.7%
Individuals249$48,148,96741.7%
CharitiesFewer than 5$613,2450.5%
Filing source

Form ADV 2121839 · Jul 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CDGA FUND I, LPHedge Fund · Last reported Jul 24, 2026$0Gross asset value
Fund administrator NAV CONSULTING INC. OAKBROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian WINTRUST BANK ROSEMONT, Illinois, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-2046555334
Reported beneficial owners
0
Minimum commitment
$500K

Form ADV 2121839 · Jul 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

6410 ENTERPRISE LANE, SUITE 120
MADISON, WI, 53719, United States

CRD 281302

Filing source

Form ADV 2121839 · Jul 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.