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Leslie Global Wealth, LLC

● SEC registered since 2015CRD 128202SEC# 801-106556Itasca, IL
Export (members)
Reg. AUM
$446.8M
Employees
6
Accounts
1,007
Location
Itasca, IL

Leslie Global Wealth, LLC assets under management

Leslie Global Wealth, LLC operates as an SEC-registered investment adviser based in Itasca, IL. The firm has been registered since 2015. It reports $446.8 million in regulatory assets under management and employs 6 people.

Leslie Global Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Barry Donald Leslie ControlManaging MemberUnder 5%2012
Lgw Holding Company, LLC ControlOwnerOver 75%2026
Mark Anthony Zelenika ControlChief Compliance OfficerUnder 5%2026
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Frequently asked questions

How much does Leslie Global Wealth, LLC manage?

Leslie Global Wealth, LLC reports $446.8 million in regulatory assets under management on its Form ADV.

How many employees does Leslie Global Wealth, LLC have?

Leslie Global Wealth, LLC reports 6 employees.

Where is Leslie Global Wealth, LLC located?

Leslie Global Wealth, LLC is based in Itasca, IL and has been SEC-registered since 2015.

Does Leslie Global Wealth, LLC disclose fund performance?

Leslie Global Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Park Blvd, Suite 1440, Itasca, IL 60143
Phone312-946-1000
Fax312-946-1002
Office hours8:30a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$446.8M▲ 10%
Feb '25 — $405.1MMar '25 — $405.1MApr '25 — $405.1MMay '25 — $405.1MJun '25 — $405.1MJul '25 — $405.1MAug '25 — $405.1MSep '25 — $405.1MOct '25 — $405.1MNov '25 — $405.1MDec '25 — $405.1MJan '26 — $405.1MFeb '26 — $405.1MMar '26 — $446.8MApr '26 — $446.8MMay '26 — $446.8MJun '26 — $446.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$446.8Mregulatory AUM
Discretionary $446.8M