COCONUT GROVE, FLCRD 337213Latest ADV March 19, 2026
L 1 Global Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coconut Grove, FL. Its latest Form ADV filing, dated March 19, 2026, reports $2.8B in regulatory assets under management, 4 employees, and 139 accounts.
Assets Under Management
$2.8B
Employees
4
Offices
--
Total Clients
17
Primary office
COCONUT GROVE, FL
2601 S BAYSHORE DR., UNIT 100, COCONUT GROVE, 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 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 19, 2026
Discretionary10.7%
$301M
11% of total RAUM10.7%
Non-discretionary89.3%
$2.5B
89% of total RAUM89.3%
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$2.8B
Total Accounts139
10Y AUM Change+$2.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
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.