LESLIE GLOBAL WEALTH, LLC
SEC RegisteredFinancial Freedom You Desire.
About the firm
Leslie Global Wealth, LLC is a financial advisory firm whose mission is to provide financial freedom through customized wealth management solutions. Through excellence in service and the highest level of integrity, Leslie Global Wealth leads clients to pursue their dreams.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized wealth management solutions, retirement asset planning, investment strategies balanced with preserving principal, and evaluation of financial opportunities.
Who they serve
People seeking retirement planning and wealth management solutions, including those with retirement in sight looking to pursue their goals and avoid costly mistakes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 221 | $55M |
| High Net Worth Individuals | 159 | $385M |
| Charitable Organizations | 3 | $3.2M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $5,000,000 | 2.50% |
| Over $5,000,000 | 1.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LESLIE GLOBAL WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.