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| LMG Wealth Partners LLC
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| CRD # | 318023 |
| SEC # | 801-123403 |
| CIK # | 0001965772 |
| AUM | 681.2 M (2026-06-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 318-506-8635 |
| Address | 9335 Ellerbe Road Shreveport, LA 71106 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 19.8 | ||
| Apple Inc | 16.7 | ||
| Chevron Corp | 15.1 | ||
| Microsoft Corp | 13.3 | ||
| United Technologies Corp /DE/ | 12.0 | ||
| Cardinal Health Inc | 10.2 | ||
| Amazon Com Inc | 7.9 | ||
| Celestica Inc | 7.2 | ||
| Prudential Financial Inc | 7.2 | ||
| Johnson & Johnson | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 62.3 |
| (b) Individuals (high net worth individuals) | 107 | 546.0 |
| (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 | 3.2 |
| (h) Charitable organizations | 9 | 25.2 |
| (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 | 22 | 44.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,350 | 681.2 |
| By Discretionary | ||
| Discretionary | 1,347 | 669.0 |
| Non-Discretionary | 3 | 12.1 |
| Total | 1,350 | 681.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 681.2 | |
| Total | 1,350 | 681.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965772] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Monument Group Wealth Advisors LLC
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