This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- CrestMomentum quantum
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
About LLG Wealth Management
Live, Learn, Grow Wealth Management is an independent, fee-only fiduciary RIA providing comprehensive financial planning and investment management for individuals and families, including many first-time planning clients. It serves independents, newlyweds, blended families, and “work optional” goal-seekers across cash flow, tax, retirement, estate, and protection planning, using RightCapital. The firm limits onboarding to four intake periods per year (Jan/Apr/Jul/Oct).
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
MICHAEL JOSEPH MARTINEZ
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2945777
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,959,971 | -- |
| Total | $6,959,971 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,959,971
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,412,924,505 | 20.8% |
| Public Funds | $3,267,387,918 | 48.1% |
| Cash | $2,112,593,851 | 31.1% |
| Total | $6,792,906,274 | 100.0% |