LP Profile

Leslie Global Wealth

Also known as leslie global wealth

Wealth ManagerItasca, United StatesFounded 2012
$447M
Assets Under Management
Itasca
Headquarters
Investment Focus

About Leslie Global Wealth

Leslie Global Wealth, LLC is a wealth manager based in Itasca, Illinois, United States, founded in 2012. The firm reports about $447 million in assets under management. Its stated mission is to provide financial freedom through customized wealth management solutions. The firm describes an individualized approach for its clients and publishes educational material on topics such as retirement strategy, estate planning, extended care, college preparation and building a financial foundation.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Leslie Global Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$446.8M
Total Clients
1,007
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Leslie Global Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Leslie Global Wealth?

Leslie Global Wealth is a wealth manager based in Itasca, United States, managing approximately $447M in assets.

Where is Leslie Global Wealth headquartered?

Leslie Global Wealth is headquartered in Itasca, United States.

How much does Leslie Global Wealth manage?

Leslie Global Wealth manages approximately $447M in assets under management.

When was Leslie Global Wealth founded?

Leslie Global Wealth was founded in 2012.

How can I contact Leslie Global Wealth?

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