L 1 GLOBAL WEALTH LLC

Overview

L 1 Global Wealth LLC is an independent registered investment adviser set up as a limited liability company and positioned as a capital allocator for high-net-worth individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection and oversight of other advisers and managers. Its business model is fee-based, charging a percentage of assets under management. Investment activity centers on a mix of public market exposure and allocations to third-party alternative managers. The firm is structured to serve a small number of large clients, and its activity shows a significant tilt toward advisory relationships where clients retain final decision authority. L 1 Global Wealth LLC does not position itself as an ESG-focused investor, and it is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices