Tech stack
No one at Leslie Global Wealth, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
LPL Financial
Per Form ADV · $20M held · filed May 2024
Schwab
Per Form ADV · $2M held · filed May 2024