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Lmpg Wealth Advisors, LLC

● SEC registered since 2024CRD 328251SEC# 801-128837Miami, FL
Export (members)
Reg. AUM
$132.4M
Employees
3
Accounts
125
Location
Miami, FL

Lmpg Wealth Advisors, LLC assets under management

Lmpg Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2024. It reports $132.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/lmpg-wealth-advisorsView on SEC.gov ↗

Lmpg Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Jacquelin Suzanne King ControlPrincipal & CooUnder 5%2023
Lmpg Holdings, LLC ControlMemberOver 75%2023
Luis Daniel Medina ControlPrincipal & CioUnder 5%2023
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Frequently asked questions

How much does Lmpg Wealth Advisors, LLC manage?

Lmpg Wealth Advisors, LLC reports $132.4 million in regulatory assets under management on its Form ADV.

How many employees does Lmpg Wealth Advisors, LLC have?

Lmpg Wealth Advisors, LLC reports 3 employees.

Where is Lmpg Wealth Advisors, LLC located?

Lmpg Wealth Advisors, LLC is based in Miami, FL and has been SEC-registered since 2024.

Does Lmpg Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address801 Brickell Ave, Suite 800, Miami, FL 33131
Phone610-202-9897
FaxN/A
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$29.3M
Non-discretionary$103.1M
Total (RAUM)$132.4M