LLG Wealth Management

Overview

LLG Wealth Management is an independent, privately held advisory firm organized as a limited liability company. Ownership is individual and the firm serves a client base made up of individuals and families. Its fee model is fixed fees rather than percentage-based or performance fees. The advisory scope reported includes financial planning, portfolio management for individuals and small businesses, and running educational seminars or workshops. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives