Leah Crystal Burnett

Gladstone Wealth Partners

25 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving

Gladstone Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

97 advisors

Number of Clients

7,910 clients

Average Client Portfolio

$625K average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:None

Location

9915 Mira Mesa Boulevard, Suite 240, San Diego, CA, 92131

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History

Regulatory History (1)

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Criminal

September 1996

Final Disposition

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Other Business ActivitiesSells Insurance

Leah is the owner and primary advisor at Aurora Wealth Advisors DBA Sandena, Inc. She also provides insurance advice and owns rental real estate, dedicating minimal time to each of these activities.