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Leslie Global Wealth LLC
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CRD # | 128202 |
SEC # | 801-106556 |
CIK # | 0001954832 |
AUM | $361.7 MM (2024-05-08) |
Employees | 6 (50% Investors, 50% Brokers) |
Phone | 312-946-1000 |
Address | 500 Park Blvd Itasca, IL 60143 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |
Tim Looney Investments LLC
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|
FL | 0.4 |
Tannin Capital LLC
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|
NC | 0.4 |
Centered Wealth LLC
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|
TX | 0.4 |
Access Financial Services Inc
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|
MN | 0.4 |
Objectivity Squared LLC
✚
|
SC | 0.4 |
Summa Corp
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|
TX | 0.4 |
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.4 |
Alexander Randolph Advisory Inc
✚
|
VA | 0.4 |
MNS Financial Management LLC
✚
|
FL | 0.4 |