William Leitch
Casilio Leitch Investments · Walnut Creek, California
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.
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Facts
| Firm | Casilio Leitch Investments |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $256M across 397 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4742382 |
| Exams passed | Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.clpwm.com |
| Profile |
How William's firm compares
- Casilio Leitch Investments's average account is about $645,000, from its Form ADV (assets managed divided by 397 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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