HO
Harmen C. Overdijk
LEO WEALTH
Central,
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CRD#: 7173748
HO
Professional summary
Harmen Christiaan Overdijk is a registered financial advisor currently at LEO WEALTH, LLC .
Harmen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Harmen has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Harmen Christiaan Overdijk's 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®
NoneExperience
Current
February 1, 2022 - Present
LEO WEALTH, LLC
Office #1: 8/f On Building 162 Queen's Road, CentralRIA
CRD#: 283891
Central,
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".
LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
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
Texas(2/1/2022)
Exams
Current Firm
LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
CRD#: 283891 / SEC#: 801-108435
RIA
Registered Investment Advisory firm - (9/26/2016 Approved)Upgrade to AdvisorCheck Premium
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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
43
SEC notice filing (24 States and Territories)
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 | ||
| 10/23/2024 | ||
| 11/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
