Leslie Global Wealth, LLC

Leslie Global Wealth, LLC (CRD# 128202) is a financial advisory firm headquartered in Chicago, IL. They manage $117,877,390 in 555 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $212,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MI, MN, OH, TX

Financial Advisors at Leslie Global Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barry D. Leslie
CRD#: 3098430
205 N Michigan Avenue, Suite 3912, Chicago, IL 60601
96
Wealthminder
score

Barry Leslie (CRD# 3098430) is an Investment Advisor Representative working at Leslie Global Wealth, LLC in Chicago, IL and has over 19 years of experience in the finance industry. Barry Leslie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark A. Zelenika
CRD#: 6385107
205 N Michigan Avenue, Suite 3912, Chicago, IL 60601
92
Wealthminder
score

Mark Zelenika (CRD# 6385107) is an Investment Advisor Representative working at Leslie Global Wealth, LLC in Chicago, IL and has over 3 years of experience in the finance industry. Mark Zelenika has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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