L
CRD: 337213
L 1 Global Wealth LLC
Coconut Grove, FL, 33133
3058483411
$2.8B Total AUM
$300.7M Disc. AUM
-- 3Y CAGR
4 Employees
17 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
2601 S Bayshore Dr. Unit 100 Coconut Grove FL
About L 1 Global Wealth LLC
L 1 Global Wealth LLC is a Coconut Grove-based RIA. The firm has been operating for 0 years. Managing $2.8B in total assets under management, with 3 advisory representatives. They custody assets with JP Morgan. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$936.7M AVG AUM / ADVISOR
$165.3M AVG AUM / CLIENT
0.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Zenith Vital Value focus Crest zenith Harbor optima Atlas
Investment Themes
Glacier ridge Peak
Investment Vehicles
Optima legacy
Services
Horizon wave Bridge Focus Atlas
Owner & Executives
I
IGNACIO EDUARDO MARTINEZ
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5846908
- Ownership
- Less than 5%
(905) 604-5981
value.radial@legacycapital.com
in linkedin.com/in/insight-quantum
Showing 1 of 1 owners & executives
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M
MIGUEL CORTES
--
- CRD
- #6334648
(949) 897-7473
north.quantum@frontiercapital.com
in linkedin.com/in/ember-pathway
Jesus Fomperosa
--
- CRD
- #5872111
(511) 382-2087
signal.atlas@matrixcapital.com
in linkedin.com/in/fusion-prime
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,742,594 | $16,707,922 |
| Non-Discretionary | $2,509,424,439 | $20,739,045 |
| Total | $2,810,167,033 | $20,217,029 |
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Separately Managed Accounts
Total SMA Asset: $2,810,167,033
Other:
33.6% Equity - Exchange:
13.6% Corporate - Investment Grade:
18.8% Cash:
26.4% Derivatives:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,921,706,141 | 33.6% |
| Equity - Exchange | $777,833,438 | 13.6% |
| Corporate - Investment Grade | $1,075,240,341 | 18.8% |
| Cash | $1,509,911,968 | 26.4% |
| Derivatives | $434,671,626 | 7.6% |
| Total | $5,719,363,514 | 100.0% |