Leslie S. Rea

AG WEALTH MANAGEMENT, PLLC

Irvine, CA

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CRD#: 6912959

Professional summary

Leslie Sarah Rea, CFP®, who also goes by Leslie Sarah Der Monsessian, Leslie Sarah Dermon, Rea Sarah Leslie, Rea Leslie, is a registered financial advisor currently at AG WEALTH MANAGEMENT, PLLC located in Irvine, California.

Leslie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Leslie has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leslie Sarah Der Monsessian | Leslie Sarah Dermon | Rea Sarah Leslie | Rea Leslie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leslie Sarah Rea's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 16, 2026 - Present

AG WEALTH MANAGEMENT, PLLC

RIA

CRD#: 290273

Irvine, CA

Past

February 13, 2018 - December 23, 2019

INSPIRED FINANCIAL

RIA

CRD#: 125713

HUNTINGTON BEACH, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

AG WEALTH MANAGEMENT, PLLC

CRD#: 290273 / SEC#:

California

Registered Investment Advisory firm - (1/16/2026 Approved)

Michigan

Registered Investment Advisory firm - (10/24/2017 Approved)

New York

Registered Investment Advisory firm - (4/20/2023 Approved)

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Contact information

Main Address

Ypsilanti, MI

Mailing Address

Phone number

(734) 747-0049

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 9,239,643

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Leslie S. Rea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leslie Sarah Rea's CRS (Customer Relationship Summary).

Certified licenses

Experience

AG WEALTH MANAGEMENT, PLLC

INSPIRED FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

AG WEALTH MANAGEMENT, PLLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AG WEALTH MANAGEMENT, PLLC

TRUST BUT VERIFY

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