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William Schultz

Leo Wealth Americas, LLC
34 Years of Experience
Hurst, TX
BrokerSells Insurance
View SEC Summary
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William Schultz is a registered investment advisor at Leo Wealth Americas, LLC, based in Hurst, TX, with 34 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 984 clients with $510M in assets under management.

Leo Wealth Americas, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
984 clients
Average Client Portfolio
$521K average
Assets Under Management
$512.3M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $10.0M1.00%
$10.0M - $25.0M0.85%
$25.0M - $75.0M0.65%
$75.0M - $150.0M0.50%
$150M+0.35%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

860 Airport Freeway, Suite 402, Hurst, TX, 76054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William sells fixed health and life insurance, which is not investment related. This activity requires minimal time.

Employment History
Current Registrations
Leo Wealth Americas, LLC
April 2026 - Present · 6 mos
Leo Brokerage, LLC
January 2002 - Present · 24 yrs 9 mos
Leo Brokerage, LLCBroker
January 2002 - Present · 24 yrs 9 mos
Previous Registrations
Leo Wealth, LLC
October 2021 - June 2026 · 4 yrs 8 mos
Bft Financial Group, LLC
August 2002 - January 2022 · 19 yrs 5 mos
World Choice Securities, INC.Broker
April 1999 - March 2002 · 2 yrs 11 mos
Securities America, INC.Broker
March 1997 - April 1999 · 2 yrs 1 mo
American Express Financial Advisors INC.Broker
April 1992 - March 1997 · 4 yrs 11 mos
Ids Life Insurance CompanyBroker
April 1992 - March 1997 · 4 yrs 11 mos
State Registrations2 states
SDTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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