JK
Jelmer M. Kattevilder
LEO WEALTH
Hong Kong, 000000
Some features on this profile are disabled
CRD#: 7996754
JK
Professional summary
Jelmer Maarten Kattevilder is a registered financial advisor currently at LEO WEALTH, LLC .
Jelmer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jelmer 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.
Double Dutch Limited; Not-investment related; 6A, Onewan chai. 1 wan chai road. Wan chai. Hong Kong; Online business for wine subscriptions and hosting wine tasting events; started November 2021; Four hours per month; No hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jelmer Maarten Kattevilder'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
August 13, 2025 - Present
LEO WEALTH, LLC
Office #1: 8/f On Building. 162 Queens Road Central, Hong Kong 000000RIA
CRD#: 283891
Hong Kong,
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(8/13/2025)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
