Michael A. Bohlinger

LEO FUND SERVICES

EDISON, NJ 08837

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CRD#: 4621321

Professional summary

Michael Anthony Bohlinger, who also goes by Michael Bohlinger, is a registered financial advisor currently at LEO FUND SERVICES, LLC located in Edison, New Jersey and LEO WEALTH, LLC located in Edison, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Bohlinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Bohlinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 5, 2012 - Present

LEO FUND SERVICES, LLC

Office #1: 379 Thornall Street Floor 9-suite 9, Edison, NJ 08837

RIA

CRD#: 163259

EDISON, NJ

Current

October 20, 2016 - Present

LEO WEALTH, LLC

Office #1: 379 Thornall Street 6th Floor, Edison, NJ 08837

RIA

CRD#: 283891

Edison, NJ

Past

October 5, 2017 - June 22, 2020

OLDEN LANE SECURITIES, LLC

CRD#: 173847

BRIDGEWATER, NJ

Past

October 24, 2014 - October 13, 2015

SENAHILL SECURITIES, LLC

CRD#: 166477

NEW YORK, NY

Past

December 13, 2011 - November 21, 2012

FCG ADVISORS, LLC

RIA

CRD#: 40633

CHATHAM, NJ

Past

January 8, 2007 - November 21, 2012

FCG ADVISORS, LLC

CRD#: 40633

CHATHAM, NJ

Past

November 29, 2005 - January 8, 2007

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

January 8, 2004 - December 12, 2005

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEO WEALTH, LLC

CRD#: 283891 / SEC#: 801-108435

RIA

Registered Investment Advisory firm - (9/26/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(12/5/2012)

IAR

New York
(9/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/15/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/7/2004

General Securities Representative Examination

Current Firm

LEO WEALTH, LLC

CRD#: 283891 / SEC#: 801-108435

RIA

Registered Investment Advisory firm - (9/26/2016 Approved)

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Contact information

Main Address

860 Airport Freeway Suite 402, Hurst, TX 76054

Mailing Address

Phone number

(817) 354-1090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEO WEALTH, LLC - ADV PART 2A BROCHURE (7/24/2025)

Regulatory assets under management

Total Number of Accounts	4,566
AUM (Assets Under Management)	$ 2,655,950,651

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report
10/23/2024	Cover Page	Report
11/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael A. Bohlinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Bohlinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEO WEALTH, LLC

OLDEN LANE SECURITIES, LLC

SENAHILL SECURITIES, LLC

FCG ADVISORS, LLC

FCG ADVISORS, LLC

GOLDMAN SACHS & CO. LLC

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

LEO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2010

SIE

Date: 10/1/2018

Series 7

Date: 1/7/2004

Current Firm

LEO WEALTH, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEO WEALTH, LLC

TRUST BUT VERIFY

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