LMPG WEALTH ADVISORS, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 328251
- Registered since
- February 1, 2024
- Website
- www.lmpgprivatewealth.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.96%
- Individuals2.55%
- Corporations / Businesses0.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lmpg Wealth Advisors, LLC is a limited liability company that registered with the SEC in 2024 and serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and the selection of other advisers among its advisory services. Ownership is reported as a mix of a domestic entity and an individual. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds55%
- Exchange Traded Equities20%
- Public Funds/Mutual Funds18%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3Luis Medina
Principal and Chief Investment OfficerCRD 7332592
PRZEMYSLAW GRZYWACZ
Principal And Chief Compliance OfficerCRD 6120460
Jacquelin King
Principal, Chief Operations OfficerCRD 7805917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 801 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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