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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Leslie Global Wealth LLC
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|---|---|
| CRD # | 128202 |
| SEC # | 801-106556 |
| CIK # | 0001954832 |
| AUM | $405.1 M (2025-02-26) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 312-946-1000 |
| Address | 500 Park Blvd Itasca, IL 60143 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.8 | ||
| Global MOFY Metaverse Ltd | 2.7 | ||
| Nvidia Corp | 1.9 | ||
| Microsoft Corp | 1.3 | ||
| Oracle Corp | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| Facebook Inc | 0.9 | ||
| Philip Morris International Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 44.2 |
| (b) Individuals (high net worth individuals) | 162 | 358.8 |
| (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 | 3 | 2.0 |
| (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 | 967 | 405.1 |
| By Discretionary | ||
| Discretionary | 967 | 405.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 967 | 405.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.1 | |
| Total | 967 | 405.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001954832] |
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AL | 0.4 |
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Syrios Wealth Management Group Inc
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CA | 0.4 |
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Murphy Middleton Hinkle & Parker Inc
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GA | 0.4 |
|
Rialto Wealth Management LLC
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NY | 0.4 |