# William Leitch

> William Leitch is a fee-only financial advisor at Casilio Leitch Investments in Walnut Creek, California. Casilio Leitch Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/william-leitch/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Casilio Leitch Investments
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $256M across 397 accounts
- **CRD:** 4742382 (https://adviserinfo.sec.gov/individual/summary/4742382)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.clpwm.com

## Frequently asked questions

### Is William Leitch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Casilio Leitch Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, Casilio Leitch Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Leitch based?

William Leitch is based in Walnut Creek, California.

### Is William Leitch registered with the SEC?

Yes. William Leitch is registered as an investment adviser representative in CA (CRD 4742382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Casilio Leitch Investments manage?

Casilio Leitch Investments reports $256M across 397 accounts in assets under management.

### How do I contact William Leitch?

Through William's website, www.clpwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4742382): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.