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Leslie Global Wealth, LLC

● SEC registered since 2015CRD 128202SEC# 801-106556Itasca, IL
Export (members)
Reg. AUM
$405.1M
Employees
6
Accounts
967
Location
Itasca, IL

Leslie Global Wealth, LLC assets under management

Leslie Global Wealth, LLC operates as an SEC-registered investment adviser based in Itasca, IL. The firm has been registered since 2015. It reports $405.1 million in regulatory assets under management and employs 6 people.
www.leslieglobalwealth.comView on SEC.gov ↗

Leslie Global Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Barry Donald Leslie ControlManaging Member/ Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Leslie Global Wealth, LLC manage?

Leslie Global Wealth, LLC reports $405.1 million in regulatory assets under management on its Form ADV.

How many employees does Leslie Global Wealth, LLC have?

Leslie Global Wealth, LLC reports 6 employees.

Where is Leslie Global Wealth, LLC located?

Leslie Global Wealth, LLC is based in Itasca, IL and has been SEC-registered since 2015.

Does Leslie Global Wealth, LLC disclose fund performance?

Leslie Global Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Park Blvd, Suite 1440, Itasca, IL 60143
Phone312-946-1000
Fax312-946-1002
Office hours8:30a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$405.1M
Non-discretionary$0
Total (RAUM)$405.1M