# Leslie Global Wealth, LLC

> Leslie Global Wealth, LLC is an SEC-registered investment advisory firm in Itasca, IL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 128202
- Filed as: LESLIE GLOBAL WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Itasca, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128202
- AdvisorCensus page: https://advisorcensus.com/firm/leslie-global-wealth-llc-itasca-il-128202

## Quick answers

**How is Leslie Global Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Leslie Global Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Leslie Global Wealth, LLC located?**
Leslie Global Wealth, LLC's principal office is in Itasca, IL, according to its Form ADV.

**Is Leslie Global Wealth, LLC registered with the SEC or a state?**
Leslie Global Wealth, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 128202.

**How much does Leslie Global Wealth, LLC manage?**
Leslie Global Wealth, LLC reports $446,848,773 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Leslie Global Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Leslie Global Wealth, LLC: Regulatory assets under management: $224,573,878 in the October 2021 data and $446,848,773 in the October 2026 data, up 99%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Leslie Global Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (159); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Leslie Global Wealth, LLC use?**
Leslie Global Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Leslie Global Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128202

**What changed in Leslie Global Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $405,113,707 to $446,848,773 (+10%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Minimum annual fee: None

> We do not charge a minimum fee for our Comprehensive Portfolio Management service.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $446,848,773
- Discretionary: $446,848,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $55,473,734 |
| High net worth individuals | 159 | $385,414,168 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,184,747 |
| Charitable organizations | 1 | $223,254 |
| Corporations or other businesses not listed above | 1 | $2,552,870 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, IL, IN, MI, MN, OH, SC, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- leslieglobalwealth.com
- LinkedIn @leslieglobalwealth
- X @leslieglobal

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $224,573,878 | 4 | March 17, 2021 |
| October 2022 | $256,421,536 | 6 | July 14, 2022 |
| October 2023 | $235,777,305 | 6 | September 6, 2023 |
| October 2024 | $361,670,578 | 6 | May 8, 2024 |
| October 2025 | $405,113,707 | 6 | February 26, 2025 |
| October 2026 | $446,848,773 | 6 | March 24, 2026 |

Regulatory assets under management: $224,573,878 in the October 2021 data and $446,848,773 in the October 2026 data, up 99%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $405,113,707 to $446,848,773 (+10%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leslie Global Wealth, LLC (CRD 128202): Form ADV filing data as of October 2026.