L 1 Global Wealth LLC

Overview

L 1 Global Wealth LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm acts as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Its service set centers on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers, which suggests a manager-of-managers approach rather than a single proprietary investment platform. The firm is not positioned as an ESG-focused adviser and is not set up as a multi-state or pension consultant practice.

Assets & Accounts

Investments & Alternatives

Location & Offices