LW
LW

Leon Wells

13 Years of Experience
Houston, TX

Leon Wells is a registered investment advisor at Sanjac Alpha LP, based in Houston, TX, with 13 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $990K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$993K
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Location

3033 W Alabama, Houston, TX, 77098

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Leon is the chairman of the managers for CAY 365, LLC, a resort development company, dedicating about 10-20% of his time. He also owns 2A Sports, LLC, a sporting goods sales business, and manages Peerless Capital LLC and Meek Ranch Development LLC, both real estate businesses, dedicating minimal time to each.

Employment History
Current Registrations
Sanjac Alpha LP
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Saracen Capital LP
July 2012 - July 2022 · 10 yrs
Gallant Capital LLC
March 2012 - May 2012 · 2 mos
World Equity Group, INC.
October 2010 - December 2011 · 1 yr 2 mos
State Registrations1 state
TX
Advisor

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.
Leon Wells - Financial Advisor | TrueAdvisor