Client Disclosures
At Leverage Planners, we are committed to transparency, regulatory compliance, and protecting your personal information. Below are important documents available for your review. You may view or download them at your convenience.
Form ADV
Our Form ADV Brochure outlines our services, fees, business practices, and the individuals who provide advisory services.
Privacy Notice
This annual notice explains how we collect, share, and safeguard your personal financial information in accordance with federal privacy laws.
Sub-Advisory Disclosure – Triad Wealth Partners
Leverage Planners Wealth Management partners with Triad Wealth Partners, LLC as a sub-advisor to assist with operational execution and portfolio management functions. Triad provides back-office support including trading, rebalancing, and model portfolio implementation.
To maintain full transparency, we are including Triad’s required disclosures below:
- Triad Wealth Partners – Form ADV Part 2A Brochure
- Triad Wealth Partners – Form CRS (Client Relationship Summary)
- Triad Wealth Partners – Privacy Policy
Your primary advisory relationship remains with Leverage Planners Wealth Management. Triad does not provide direct advice or services to our clients and operates in a supporting role.
If you have any questions or would like a hard copy of any document mailed to you, please contact us at:
Leverage Planners Wealth Management, LLC
310 120th Ave NE, Suite 205
Bellevue, WA 98005
📞 (425) 223-4520
📧 info@leverageplanners.com