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LXG WEALTH ADVISORY LLC

1441 Brickell Av. Suite 1016
Miami, Florida 33131
Tel: 305-456-7645

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About LXG WEALTH ADVISORY LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#315952
SEC#801-122529
Assets Managed by Firm$1,448,373,489
No. of Clients61
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

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 ClientsAUM
Firm Total61$1,448,373,489
Individuals (other than high net worth individuals)9$2,262,824
High net worth individuals34$473,517,155

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