Bank Leumi Le Israel B.M.
$147M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$11.5M
$147M
2017
2025
Same-firm comparison: 2 firms that reported Bank Leumi Le Israel B.M. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2020 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2020: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Clarity Capital Kcps Ltd | $123M | $782M | 15.7% | 03/31/2026 |
| Maimon Wealth Management Ltd. | $24.5M | $157M | 15.7% | 03/04/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.