ADV

Firm Brochure & Disclosure Documents

Last Updated: October 29th, 2025

At Leverage Planners Wealth Management, LLC, we believe that transparency is the cornerstone of trust. As a Registered Investment Adviser (RIA), we are committed to providing clear, accessible information about our services, fees, and professional standards. Below you will find our most current regulatory disclosure documents, available for online viewing or download.

Form ADV – Part 2A (Firm Brochure)

Our Firm Brochure describes the advisory services we offer, how we are compensated, our investment philosophy, and any potential conflicts of interest. This document is filed with the U.S. Securities and Exchange Commission (SEC) and updated annually or as material changes occur.

📄 View or Download the 2025 Form ADV Part 2A (PDF)

ADV Part 2B – Individual Advisor Supplements

These brochures provide detailed background information on the individuals at Leverage Planners who provide investment advice, including their qualifications, education, and business history.

👤 David Donhoff – ADV Part 2B Supplement
👤 Brandon Accardo – ADV Part 2B Supplement
👤 Arijeet Singh – ADV Part 2B Supplement
👤 Brian Gery – ADV Part 2B Supplement

Search Our Firm on the SEC Website

You may also find official information about Leverage Planners and our registered professionals using the SEC’s Investment Adviser Public Disclosure (IAPD) database:

🔗 Search Leverage Planners on the SEC IAPD Website

Additional Disclosure Documents

We partner with Triad Wealth Partners, LLC, a registered investment adviser, for sub-advisory and operational support services. Triad assists with trading, rebalancing, and model portfolio execution. They do not provide direct advice to our clients. Your advisory relationship remains solely with Leverage Planners.

For full transparency, their regulatory documents are also provided here:

📘 Triad Wealth Partners – Form ADV Part 2A Brochure
📄 Triad Wealth Partners – Form CRS (Client Relationship Summary)
🔐 Triad Wealth Partners – Privacy Policy

Privacy Notice

Our annual Privacy Notice explains how we collect, use, and safeguard your personal information in accordance with federal and state privacy laws. We encourage you to review it regularly.

🔐 View the 2025 Privacy Notice (PDF)

Need a Printed Copy or Assistance?

We are happy to mail printed copies of any disclosure upon request. Please feel free to reach out with any questions.

Leverage Planners Wealth Management, LLC
310 120th Ave NE, Suite 205
Bellevue, WA 98005
📞 (425) 223-4520
📧 info@leverageplanners.com