1441 Brickell Av. Suite 1016
Miami, Florida 33131
Tel: 305-456-7645
LXG WEALTH ADVISORY LLC, formally registered with the SEC as LXG WEALTH ADVISORY LLC. The firm was established in 10/22/2021. They have over 4 offices throughout the country.
LXG WEALTH ADVISORY LLC is a Miami, Florida based Financial Planning firm with nearly $1,448,373,489 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 8 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315952 |
| SEC# | 801-122529 |
| Assets Managed by Firm | $1,448,373,489 |
| No. of Clients | 61 |
| No. of Advisors | 8 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 61 | $1,448,373,489 |
| Individuals (other than high net worth individuals) | 9 | $2,262,824 |
| High net worth individuals | 34 | $473,517,155 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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