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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

CRD 281302

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfd45c6b-31a6-419c-d69d-e7da86f45ef9

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2026 to Jul 24, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $115MItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $115M
Private client RAUM: $115MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $23.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 608
Individual clients: 249
High net worth clients: 42
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $14.4M
SEC number: 801-135775
CRD: 281302
Filings on the tape: 2
First filed: Mar 18, 2026
Latest filed: Jul 24, 2026
Organised: Limited Liability Company, WI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY SHANE BICKMORE	Certified Financial Planner	MADISON, WI	10	13	2	no
DANIEL JUSTIN WEISS	n/a	MADISON, WI	10	16	1	no
NATHANIEL MARTIN LEACH	n/a	MADISON, WI	10	13	1	no
Gary FREDERICK Grosskopf	Certified Financial Planner	MADISON, WI	4	10	n/a	no
BEN VITALY ROZIN	n/a	Rochester, NY \| MADISON, WI	0	21	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BICKMORE, TIMOTHY, SHANE	MANAGING MEMBER, FOUNDER	Na	yes	08/2015	Jul 24, 2026	Jul 24, 2026
LBW GROUP	Owner	E	yes	01/2022	Jul 24, 2026	Jul 24, 2026
LEACH, NATHANIEL, MARTIN	MANAGING MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER	Na	yes	10/2015	Jul 24, 2026	Jul 24, 2026
WEISS, DANIEL, JUSTIN	MANAGING MEMBER, FOUNDER	Na	yes	10/2015	Jul 24, 2026	Jul 24, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$115M	$115M	6	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$115M	n/a	n/a	n/a	n/a	6	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
POEHLING CAPITAL MANAGEMENT, INC.	2	Dec 16, 2015	Oct 28, 2015	MADISON, WI	Team lift out	Other	33.3%

Relationships

Controls (4)

← LBW GROUPOwnerOWNER, ownership code E, domestic entity
Jul 24, 2026 to presentfactForm ADV
← BICKMORE, TIMOTHY, SHANEOwnerMANAGING MEMBER, FOUNDER, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV
← WEISS, DANIEL, JUSTINOwnerMANAGING MEMBER, FOUNDER, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV
← LEACH, NATHANIEL, MARTINOwnerMANAGING MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 24, 2026 to presentfactForm ADV

Registered with (5)

← BEN VITALY ROZINAdvisorregistration: current employment
Apr 22, 2026 to presentfactForm ADV
← Gary FREDERICK GrosskopfAdvisorregistration: current employment
Jan 3, 2022 to presentfactForm ADV
← DANIEL JUSTIN WEISSAdvisorregistration: current employment
Oct 28, 2015 to presentfactForm ADV
← NATHANIEL MARTIN LEACHAdvisorregistration: current employment
Oct 28, 2015 to presentfactForm ADV
← TIMOTHY SHANE BICKMOREAdvisorregistration: current employment
Sep 28, 2015 to presentfactForm ADV

Moved with (1)

← POEHLING CAPITAL MANAGEMENT, INC.Registered adviser2 advisors, team lift out, same day
Dec 16, 2015 to Oct 28, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfd45c6b-31a6-419c-d69d-e7da86f45ef9
First observed: Mar 18, 2026
Last observed: Jul 24, 2026 57 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

CRD 281302

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfd45c6b-31a6-419c-d69d-e7da86f45ef9

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY SHANE BICKMORE

Certified Financial Planner

MADISON, WI

DANIEL JUSTIN WEISS

n/a

MADISON, WI

NATHANIEL MARTIN LEACH

n/a

MADISON, WI

Gary FREDERICK Grosskopf

Certified Financial Planner

MADISON, WI

n/a

BEN VITALY ROZIN

n/a

Rochester, NY | MADISON, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BICKMORE, TIMOTHY, SHANE

MANAGING MEMBER, FOUNDER

yes

08/2015

Jul 24, 2026

LBW GROUP

Owner

yes

01/2022

Jul 24, 2026

LEACH, NATHANIEL, MARTIN

MANAGING MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER

yes

10/2015

Jul 24, 2026

WEISS, DANIEL, JUSTIN

MANAGING MEMBER, FOUNDER

yes

10/2015

Jul 24, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$115M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

POEHLING CAPITAL MANAGEMENT, INC.

Dec 16, 2015

Oct 28, 2015

MADISON, WI

Team lift out

Other

33.3%