Leah Burnett
Leah Burnett is a registered investment advisor at Gladstone Wealth Partners, based in San Diego, CA, with 26 years of industry experience. Leah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.
Fee Estimator
Location
13400 Sabre Springs Pkwy, Suite 254, San Diego, CA, 92128
Get directionsHistory
Regulatory History (1)
Criminal
September 1996Other 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.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Aurora Wealth Advisors
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations19 states
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
More Advisors
- Michael Delgado, CFPGladstone Wealth Partners
- Diane Bienke, CFPJ.P. Morgan Securities LLC
- Carter Watson, CFA, CFPFelspar Financial
- Gabriel Adams, CFPCreative Planning
- Matthew Luckham, CFPLPL Financial LLC
- Brett Pernicano, CFA, CFP, ChFCCorient