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Lmg Wealth Partners, LLC

● SEC registered since 2022CRD 318023SEC# 801-123403Shreveport, LA
Export (members)
Reg. AUM
$612.2M
Employees
4
Accounts
1,199
Location
Shreveport, LA

Lmg Wealth Partners, LLC assets under management

Lmg Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Shreveport, LA. The firm has been registered since 2022. It reports $612.2 million in regulatory assets under management and employs 4 people.
www.leesmonsourgroup.comView on SEC.gov ↗

Lmg Wealth Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Catahoula Club LLC ControlManaging Member50-75%2022
Jeffrey Lane Monsour ControlPartnerUnder 5%2022
Leesure Time LLC ControlManaging Member50-75%2022
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Frequently asked questions

How much does Lmg Wealth Partners, LLC manage?

Lmg Wealth Partners, LLC reports $612.2 million in regulatory assets under management on its Form ADV.

How many employees does Lmg Wealth Partners, LLC have?

Lmg Wealth Partners, LLC reports 4 employees.

Where is Lmg Wealth Partners, LLC located?

Lmg Wealth Partners, LLC is based in Shreveport, LA and has been SEC-registered since 2022.

Does Lmg Wealth Partners, LLC disclose fund performance?

Lmg Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9335 Ellerbe Road, Shreveport, LA 71106
Phone(318) 506-8635
Fax(318) 404-1599
Office hours8:30a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1965772
Discloses disciplinary historyNo

Assets under management

Discretionary$601.5M
Non-discretionary$10.7M
Total (RAUM)$612.2M