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⚲
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| LMG Wealth Partners LLC
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| |
|---|---|
| CRD # | 318023 |
| SEC # | 801-123403 |
| CIK # | 0001965772 |
| AUM | $514.3 MM (2024-02-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 318-506-8635 |
| Address | 9335 Ellerbe Road Shreveport, LA 71106 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.6 | |
| MSFT | 1,918,222.4 | 14.9 | |
| WMT | 335,434.5 | 12.1 | |
| PRU | 36,630.0 | 11.1 | |
| CVX | 294,604.1 | 8.8 | |
| CAH | 14,662.0 | 8.7 | |
| AMZN | 1,092,997.8 | 7.7 | |
| XOM | 385,508.3 | 7.3 | |
| PEP | 226,773.9 | 7.3 | |
| RTX | 139,471.0 | 6.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 870 | 105.3 |
| (b) Individuals (high net worth individuals) | 46 | 373.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 9 | 23.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 514.3 |
| By Discretionary | ||
| Discretionary | 879 | 508.9 |
| Non-Discretionary | 59 | 5.4 |
| Total | 938 | 514.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 514.3 | |
| Total | 938 | 514.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965772] |
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|---|---|---|
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