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
This is a profile preview from the AdvizorPro Platform.
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
0.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Premium access reveals conviction themes in fusion vertex wave.
Open the full profile to inspect shifts in capital prime.
Premium access reveals conviction themes in insight glacier pathway.
Open the full profile to inspect shifts in ridge crest.
See the complete signal summary connected to insight vital.
Open the full profile to inspect shifts in legacy matrix.
Request access to benchmark trends tied to bridge.
Open the full profile to inspect shifts in foundation vertex.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |