Leslie Global Wealth, LLC
Firm details
- Headquarters
- Itasca, Illinois
- CRD number
- 128202
- Registered since
- August 21, 2015
- Website
- www.leslieglobalwealth.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.25%
- Individuals12.41%
- Pension & Profit Sharing Plans0.71%
- Corporations / Businesses0.57%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Leslie Global Wealth, LLC is an independent registered investment adviser that began SEC registration in 2015 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that uses third-party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model combines a percentage of assets under management with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds42%
- State & Local Bonds3%
- Other3%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Mark Zelenika
Wealth ManagerCRD 6385107
Barry Leslie
PresidentCRD 3098430
Kathleen Governale
Wealth ManagerCRD 5281805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$379M in ETFs
82%
$309M
3%
$69.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $37.5M | 315,334 | 9.91% |
Location
Itasca, IL
Du Page
Location
Itasca, IL
Headquartered in Itasca, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 500 Park Blvd
- Time zone
- CT (UTC-6)
- Office locations
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