Leslie Global Wealth LLC

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Assets, Funds, Holdings

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Leslie Global Wealth LLC
CRD #128202
SEC #801-106556
CIK #0001954832
AUM $361.7 MM (2024-05-08)
Employees 6 (50% Investors, 50% Brokers)
Phone312-946-1000
Address500 Park Blvd
Itasca, IL 60143
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
O 41,588.5 6.5
AAPL 2,382,844.0 4.4
MSFT 1,918,222.4 1.1
NVDA 399,550.0 1.1
AMZN 1,092,997.8 1.0
 
 
 
 
 
 
Holdings by Sector ($MM)
180144108723602023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 222 55.0
(b) Individuals (high net worth individuals) 148 306.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 946 361.7
By Discretionary
Discretionary 946 361.7
Non-Discretionary 0 0.0
Total 946 361.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 361.7
Total 946 361.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001954832]
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Centered Wealth LLC
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Access Financial Services Inc
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Objectivity Squared LLC
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Summa Corp
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Paces Ferry Wealth Advisors LLC
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Alexander Randolph Advisory Inc
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MNS Financial Management LLC
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