Overview
Assets Under Management: $405 million
Headquarters: ITASCA, IL
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Frequently Asked Questions
LESLIE GLOBAL WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128202), LESLIE GLOBAL WEALTH, LLC is subject to fiduciary duty under federal law.
LESLIE GLOBAL WEALTH, LLC is headquartered in ITASCA, IL.
LESLIE GLOBAL WEALTH, LLC serves 162 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, LESLIE GLOBAL WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LESLIE GLOBAL WEALTH, LLC manages $405 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, LESLIE GLOBAL WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 967
Discretionary Accounts: 967
Regulatory Filings
CRD Number: 128202
Last Filing Date: 2025-02-26 00:00:00
Website: https://leslieglobalwealth.com