LESLIE GLOBAL WEALTH, LLC
CRD #128202 SEC #801-106556 ITASCA, IL 312-946-1000
SEC Registered
Total AUM
$405.1M
Discretionary
$405.1M
Employees
6
Clients
101
Accounts
967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $405.1M | $405.1M | $0 | 6 | 0 |
| May 2024 | $361.7M | $361.7M | $0 | 6 | 0 |
| Feb 2024 | $361.7M | $361.7M | $0 | 6 | 0 |
| Sep 2023 | $235.8M | $235.8M | $0 | 6 | 0 |
| Jun 2023 | $235.8M | $235.8M | $0 | 6 | 0 |
| Feb 2023 | $235.8M | $235.8M | $0 | 6 | 0 |
| Jul 2022 | $256.4M | $256.4M | $0 | 4 | 0 |
| Feb 2022 | $256.4M | $256.4M | $0 | 4 | 0 |
| Nov 2021 | $224.6M | $224.6M | $0 | 4 | 0 |
| Mar 2021 | $224.6M | $224.6M | $0 | 4 | 0 |
| Jun 2020 | $195M | $195M | $0 | 4 | 0 |
| Mar 2020 | $195M | $195M | $0 | 4 | 0 |
| Oct 2019 | $162.3M | $162.3M | $0 | 4 | 7 |
| Mar 2019 | $162.3M | $162.3M | $0 | 6 | 7 |
| Nov 2018 | $138.1M | $122.7M | $15.4M | 4 | 0 |
| Apr 2018 | $138.1M | $122.7M | $15.4M | 4 | 0 |
| Mar 2018 | $138.1M | $122.7M | $15.4M | 4 | 0 |
| Mar 2018 | $117.9M | $102.7M | $15.2M | 3 | 0 |
| May 2017 | $117.9M | $102.7M | $15.2M | 3 | 150 |
| Feb 2017 | $117.9M | $102.7M | $15.2M | 3 | 150 |
| Jun 2016 | $110.4M | $95.8M | $14.6M | 3 | 100 |
| Mar 2016 | $110.4M | $95.8M | $14.6M | 3 | 100 |
| Oct 2015 | $106.7M | $93.3M | $13.4M | 2 | 1 |
| Aug 2015 | $106.7M | $93.3M | $13.4M | 2 | 1 |
DateFeb 2025
Total AUM$405.1M
Discretionary$405.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees6
Clients0
DateJul 2022
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees4
Clients7
DateMar 2019
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees6
Clients7
DateNov 2018
Total AUM$138.1M
Discretionary$122.7M
Non-Disc.$15.4M
Employees4
Clients0
DateApr 2018
Total AUM$138.1M
Discretionary$122.7M
Non-Disc.$15.4M
Employees4
Clients0
DateMar 2018
Total AUM$138.1M
Discretionary$122.7M
Non-Disc.$15.4M
Employees4
Clients0
DateMar 2018
Total AUM$117.9M
Discretionary$102.7M
Non-Disc.$15.2M
Employees3
Clients0
DateMay 2017
Total AUM$117.9M
Discretionary$102.7M
Non-Disc.$15.2M
Employees3
Clients150
DateFeb 2017
Total AUM$117.9M
Discretionary$102.7M
Non-Disc.$15.2M
Employees3
Clients150
DateJun 2016
Total AUM$110.4M
Discretionary$95.8M
Non-Disc.$14.6M
Employees3
Clients100
DateMar 2016
Total AUM$110.4M
Discretionary$95.8M
Non-Disc.$14.6M
Employees3
Clients100
DateOct 2015
Total AUM$106.7M
Discretionary$93.3M
Non-Disc.$13.4M
Employees2
Clients1
DateAug 2015
Total AUM$106.7M
Discretionary$93.3M
Non-Disc.$13.4M
Employees2
Clients1