LMPG WEALTH ADVISORS, LLC
Adviser information for LMPG WEALTH ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 32 | $26.1M |
| Non-Discretionary | 69 | $94.9M |
| Total | 101 | $121.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 6 | $1.5M |
| HNW Individuals | 65 | $118.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $708,269 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128837 |
|---|---|
| SEC ERA File Number | 801-128837 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328251 |
| Legal Entity Identifier | None |
Principal Office
801 BRICKELL AVESUITE 800
MIAMI
FL
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 610-202-9897, Fax: N/A
Chief Compliance Officer
PRZEMYSLAW JACEK GRZYWACZ
PRINCIPAL & CCO
801 BRICKELL AVE
SUITE 800
MIAMI
FL
United States
Tel:
610-202-9897
Fax:
N/A
P********@*************M
(Full email address available in API data)
Regulatory Contact
LUIS DANIEL MEDINA
PRINCIPAL & CIO
801 BRICKELL AVE
SUITE 800
MIAMI
FL
United States
Tel:
954-882-9018
Fax:
N/A
L******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LMPG HOLDINGS, LLC | Domestic Entity | – | MEMBER | 08/2023 | > 75% |
| GRZYWACZ, PRZEMYSLAW, JACEK | Individual | – | PRINCIPAL & CCO | 08/2023 | < 5% |
| GRZYWACZ, PRZEMYSLAW, Jacek | Individual | LMPG HOLDINGS, LLC | MANAGING MEMBER | 08/2023 | 50-75% |
| Medina, Luis, Daniel | Individual | – | PRINCIPAL & CIO | 10/2023 | < 5% |
| King, Jacquelin, Suzanne | Individual | – | PRINCIPAL & COO | 08/2023 | < 5% |
| King, Jacquelin, Suzanne | Individual | LMPG HOLDINGS, LLC | MANAGING MEMBER | 08/2023 | 50-75% |