Leslie Global Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$440,887,902
Clients
380
Advisors
3
of 6 employees
About
Leslie Global Wealth serves individuals, high net worth clients, trusts, estates and charitable organizations, delivering comprehensive portfolio management (both discretionary and non-discretionary), written financial planning, and referrals to third‑party money managers. The firm also offers access to LPL Financial–sponsored programs such as Optimum Market Portfolios and Manager Access Select to implement managed strategies.
The firm tailors portfolios using a mix of fundamental, quantitative and qualitative analysis with an emphasis on asset allocation and a disciplined fixed‑income approach (including duration constraints and sector allocation), and it reviews and rebalances client accounts at least annually. It also uses options strategies (covered calls and spreads), margin transactions when appropriate, and performs initial and ongoing due diligence on third‑party managers it recommends.
Compared with many peers, Leslie Global Wealth manages roughly $446.8 million with a three‑advisor team and supplements traditional wealth services with atypical offerings such as cost segregation studies, corporate structure and tax planning, real estate analysis, and lines‑of‑credit evaluation. The brochure discloses that firm advisors are also registered representatives of LPL, the firm has a forgivable loan arrangement with LPL, and advisors may receive commission income and insurance commissions (disclosed as potentially creating conflicts of interest), all of which can affect custodial and product recommendations.
Client services
Expertise
Fee options
Financial planning flat fees generally range from $500 to $25,000.
$0 - $5,000,000: Up to 2.50% Over $5,000,000+: Up to 1.00%
Commissions accepted by supervised persons as registered representatives of LPL Financial; commissionable securities sales are disclosed and conflicts of interest exist.
Hourly fees range from $125 to $500.
Account minimum: $250,000
Main office
500 Park Blvd, Suite 1440
Itasca IL 60143
Advisors at this office
3
Most active in
Arizona · Colorado · Florida · Illinois · Indiana · Michigan · Minnesota · Ohio · South Carolina · Texas · Wisconsin
Also doing business as
Capital Programs Advisory Company · Leslie Global Wealth, LLC · Porrey Leslie And Associates, LLC · Porrey Leslie Assoc., LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark Z
CFP®, Series 66
Itasca, IL
Leslie Global Wealth, LLC
Mark Zelenika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Leslie Global Wealth, LLC with 11 years of industry experience. He has been with Leslie Global Wealth since 2014. Outside of his advisory role, he participates in investment-related research surveys. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing comprehensive portfolio management and financial planning. The firm employs a disciplined investment approach focused on asset allocation and fixed income, offering access to LPL Financial–sponsored managed strategies and supplemental services such as tax planning and real estate analysis.
Barry L
CFP®, Series 63
Itasca, IL
Leslie Global Wealth, LLC
Barry Leslie is a financial advisor at Leslie Global Wealth, LLC with 28 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with Leslie Global Wealth since 2012 and LPL Financial since 1998. Outside of his advisory work, he manages LGW Aviation, LLC, an entity formed for owning and leasing an aircraft. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and fixed-income strategies, and supplements traditional wealth services with tax planning and real estate analysis.
Kathleen G
CFP®, Series 63
Itasca, IL
Leslie Global Wealth, LLC
Kathleen Governale is a CFP® professional with 18 years of experience in financial advising. She is currently with Leslie Global Wealth, LLC and LPL Financial, having previously worked at Strategic Financial Advisory Services and J.W. Cole Financial, Inc. Her background includes extensive advisory roles spanning over two decades. Leslie Global Wealth serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, providing comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to tailor portfolios and offers both discretionary and non-discretionary management across various asset classes.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")