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| Leslie Global Wealth LLC
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|
|
|---|---|
| CRD # | 128202 |
| SEC # | 801-106556 |
| CIK # | 0001954832 |
| AUM | $446.8 M (2026-03-24) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 312-946-1000 |
| Address | 500 Park Blvd Itasca, IL 60143 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.3 | ||
| iShares Comex Gold Trust | 6.8 | ||
| Global MOFY Metaverse Ltd | 4.9 | ||
| Realty Income Corp | 2.5 | ||
| Nvidia Corp | 2.0 | ||
| Amazon Com Inc | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Oracle Corp | 0.8 | ||
| Lilly Eli & Co | 0.8 | ||
| Broadcom Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 55.5 |
| (b) Individuals (high net worth individuals) | 159 | 385.4 |
| (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 | 3.2 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 1 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,007 | 446.8 |
| By Discretionary | ||
| Discretionary | 1,007 | 446.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,007 | 446.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 446.8 | |
| Total | 1,007 | 446.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001954832] |
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|---|---|---|
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Adkins Seale Capital Management LLC
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|
LA | 0.4 |
|
Cadence Wealth Management LLC
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MA | 0.4 |
|
ADE LLC
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MD | 0.4 |
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Flagship Private Wealth LLC
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Stephenson and Company Inc
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CA | 0.4 |
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United Advisors America Corporation
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TX | 0.4 |
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Wealth Navigation LLC
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UT | 0.4 |
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L K Benson & Company PC
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MD | 0.4 |
|
Peak Wealth Management LLC
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MI | 0.4 |
|
Roberts Wealth Advisors LLC
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CA | 0.4 |