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LMPG WEALTH ADVISORS, LLC
801 Brickell Ave
Suite 800
Miami, Florida 33131
Tel: 610-202-9897
About LMPG WEALTH ADVISORS, LLC
LMPG WEALTH ADVISORS, LLC, formally registered with the SEC as LMPG WEALTH ADVISORS, LLC. The firm was established in 02/01/2024. They have over 1 offices throughout the country.
LMPG WEALTH ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $120,979,467 assets under management, offering retirement planning & investment advisory services to 101 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328251 |
| SEC# | 801-128837 |
| Assets Managed by Firm | $120,979,467 |
| No. of Clients | 101 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 101 | $120,979,467 |
| Individuals (other than high net worth individuals) | 6 | $1,516,634 |
| High net worth individuals | 65 | $118,754,564 |
| Corporations or other businesses | 1 | $708,269 |
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