Leslie Global Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Itasca, IL. Its latest Form ADV filing, dated March 24, 2026, reports $447M in regulatory assets under management, 6 employees, and 1,007 accounts.
Assets Under Management
$447M
Employees
6
Offices
--
Total Clients
385
Primary office
ITASCA, IL
500 PARK BLVD, SUITE 1440, ITASCA, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
221
2
HNWI
41.3%
159
3
Pension Plans
0.8%
3
4
Charitable
0.3%
1
5
Corporations
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$447Mas of March 24, 2026
Discretionary100.0%
$447M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$447M
Total Accounts1,007
10Y AUM Change+$329M (+279.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee64:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.