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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Prime timber
- Established Date
- 01-07-2004
- Office Locations
- 1
Office Locations
About Leslie Global Wealth, LLC
Leslie Global Wealth, LLC is an Illinois-based advisory firm providing customized wealth management and financial planning, including portfolio construction plus retirement, tax, estate, insurance, and charitable planning support. The firm primarily allocates to public funds and ETFs across equity and fixed income, often working with entrepreneurs, and supports retail and institutional relationships with custody through Schwab and LPL.
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Owner & Executives
BARRY DONALD LESLIE
Advisor, Managing Member
- CRD
- #3098430
- Ownership
- Less than 5%
MARK ANTHONY ZELENIKA
Chief Compliance Officer
- CRD
- #6385107
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kathleen MARIE GOVERNALE
--
- CRD
- #5281805
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,848,773 | $443,743 |
| Non-Discretionary | $0 | -- |
| Total | $446,848,773 | $443,743 |
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Separately Managed Accounts
Total SMA Asset: $446,848,773
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $196,750,670 | 13.1% |
| Public Funds | $307,892,270 | 20.5% |
| Municipal Bonds | $280,857,827 | 18.7% |
| Other | $282,359,740 | 18.8% |
| Cash | $434,053,004 | 28.9% |
| Total | $1,501,913,511 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX HARBOR | VITAL VECTOR | W83LUC0C6 | JNGN | 12.57% | $94,667,790 |
| UNISON FRONTIER | PEAK OPTIMA | OJG73SR48 | EYHG | 11.12% | $88,492,369 |
| FOUNDATION FOCUS UNISON | CAPITAL ATLAS | GO2Q3RUO0 | OWR | 7.87% | $25,703,441 |
| EMBER NORTH SIGNAL | RADIAL PRIME | N0H6BU9SS | UDZIB | 9.14% | $79,661,578 |
| DELTA CATALYST INSIGHT | TIMBER BRIDGE | TKA3CF4H4 | RQB | 1.42% | $84,294,721 |
| BRIDGE CREST TIMBER | BRIDGE FUSION | 79Z5C48PN | VAH | 3.56% | $112,968,641 |
| DELTA VERTEX | CATALYST SIGNAL | CGUY2TDEY | PUF | 3.20% | $60,278,891 |
| MERIDIAN EMBER | OPTIMA RADIAL | U5HUIUSBD | DCZZM | 6.34% | $16,682,686 |