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Building 2LMPG WEALTH ADVISORS, LLC

Map pinMIAMI, FL
Phone610-202-9897
NotebookSEC #801-128837
Total AUM
$131.7M
Employees
3
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 BRICKELL AVE
SUITE 800
MIAMI
FL 33131
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
610-202-9897

ReceiptFinancials

Total AUM
$131.7M
Accounts
135
Discretionary
$34M
Accounts
41
Non-Discretionary
$97.7M
Accounts
94

ContactClients

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Individual Clients
14
AUM
$3.4M
HNW Individual Clients
43
AUM
$127.7M
Corporation or Business Clients
1
AUM
$636.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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