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LESLIE GLOBAL WEALTH, LLC

ITASCA, IL · CRD 128202 · IAPD ↗ · leslieglobalwealth.com · 312-946-1000

$446.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2024 — LESLIE GLOBAL WEALTH, LLC reported RAUM up 53% ($235.8M -> $361.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — LESLIE GLOBAL WEALTH, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.