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| LMPG Wealth Advisors LLC
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| |
|---|---|
| CRD # | 328251 |
| SEC # | 801-128837 |
| CIK # | |
| AUM | $121.0 MM (2024-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 610-202-9897 |
| Address | 801 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.7 |
| (b) Individuals (high net worth individuals) | 64 | 104.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 95 | 106.9 |
| By Discretionary | ||
| Discretionary | 27 | 23.7 |
| Non-Discretionary | 68 | 83.2 |
| Total | 95 | 106.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.9 | |
| Total | 95 | 106.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McCarley & Cook LLC
✚
|
OH | 0.1 |
|
Redwood Park Advisors LLC
✚
|
CA | 0.1 |
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Greensview Wealth Management LLC
✚
|
TN | 0.1 |
|
Redemption Capital Partners LLC
✚
|
TX | 0.1 |
|
The RENN Wealth Management Group Inc
✚
|
GA | 0.1 |
|
Alterity Financial Group LLC
✚
|
ME | 0.1 |
|
AIM Advisors LLC
✚
|
NC | 0.1 |
|
Municipal Asset Management Inc
✚
|
NY | 0.1 |
|
Prakash Investment Advisors LLC
✚
|
MA | 0.1 |