Lmpg Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 30, 2026, reports $132M in regulatory assets under management, 3 employees, and 135 accounts.
Assets Under Management
$132M
Employees
3
Offices
--
Total Clients
58
Primary office
MIAMI, FL
801 BRICKELL AVE, SUITE 800, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.1% of total clients.
Top client categories% of clientsClients
1
HNWI
74.1%
43
2
Individuals
24.1%
14
3
Corporations
1.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 30, 2026
Discretionary25.8%
$34M
26% of total RAUM25.8%
Non-discretionary74.2%
$98M
74% of total RAUM74.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts135
10Y AUM Change+$132M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.