Lmpg Wealth Advisors, LLC
● SEC registered since 2024CRD 328251SEC# 801-128837Miami, FL
Reg. AUM
$131.7M
Employees
3
Accounts
135
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 $131.7 million in regulatory assets under management and employs 3 people.
Lmpg Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacquelin Suzanne King Control | Principal & Coo | Under 5% | 2023 |
| Lmpg Holdings, LLC Control | Member | Over 75% | 2023 |
| Luis Daniel Medina Control | Principal & Cio | Under 5% | 2023 |
| Przemyslaw Jacek Grzywacz Control | Principal & Cco | Under 5% | 2023 |
| Jacquelin Suzanne King Control | Managing Member | 50-75% | 2023 |
| Przemyslaw Jacek Grzywacz Control | Managing Member | 50-75% | 2023 |
Frequently asked questions
How much does Lmpg Wealth Advisors, LLC manage?
Lmpg Wealth Advisors, LLC reports $131.7 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
| Address | 801 Brickell Ave, Suite 800, Miami, FL 33131 |
| Phone | 610-202-9897 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.7M▼ 1%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,306 advisers
EmployeesTop 77%
More than 23% of 16,824 advisers
Assets under management
$131.7Mregulatory AUM
Discretionary $34MNon-discretionary $97.7M