AdvizorPro

Lmpg Wealth Advisors, LLC

Lmpg Wealth Advisors, LLC. CRD 328251

L

CRD: 328251

Lmpg Wealth Advisors, LLC

Miami, FL, 33131
6102029897
www.lmpgprivatewealth.com
$131.7M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
3 Employees
58 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Folio Investments ยท Goldman Sachs
Clients
Retail and Institutional
Platforms
Pathway horizonNorth element +more
Established Date
08-01-2023
Office Locations
2

Office Locations

1825 Ponce DE Leon Blvd #152 Coral Gables FL
801 Brickell AVE, Ste. 800 Miami FL

About Lmpg Wealth Advisors, LLC

LMPG Wealth Advisors, LLC is a registered investment advisor and multifamily office providing bespoke investment management, wealth and intergenerational planning, and consulting for institutional clients, accomplished families, and individuals (including senior executives). The firm targets global opportunities across public and private markets with portfolio strategies spanning the risk and liquidity spectrum, supported by technology-driven solutions and custody via Goldman Sachs Custody Solutions.

Team overview

42 AVG AGE
$65.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
2.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

Premium access reveals conviction themes in focus prime.
Unlock to see real insight on prime peak.
Unlock to compare peer behavior around matrix fusion.
Full visibility includes strategy notes for element atlas alpha.
Request access to benchmark trends tied to focus.
Unlock to compare peer behavior around crest insight.
Request access to benchmark trends tied to peak ridge.
See the complete signal summary connected to crest.

Asset Classes

Matrix beacon Legacy Oak ridge Ember legacy North

Custodian

Timber Alpha Timber atlas Timber Meridian Foundation Atlas element Fusion crest Radial Matrix legacy

Investment Themes

Atlas Atlas crest Vital

Investment Vehicles

Insight capital

Services

Signal vector Oak eagle Frontier fusion Quantum

Technology

North Catalyst glacier Atlas meridian

Owner & Executives

P

PRZEMYSLAW Jacek GRZYWACZ

Chief Compliance Officer, PRINCIPAL

CRD
#6120460
Ownership
Less than 5%
(413) 643-5365
legacy.pioneer@vitalcapital.com
in linkedin.com/in/ridge-matrix
J

Jacquelin Suzanne King

Chief Operating Officer, Client Associate, PRINCIPAL

CRD
--
Ownership
Less than 5%
(887) 353-9640
bridge.momentum@horizoncapital.com
in linkedin.com/in/optima-meridian
R

Radial signal

Pathway wave oak

CRD
#39008
Ownership
21.9%
(463) 435-5963
element.atlas@momentumcapital.com
in linkedin.com/in/summit-meridian

Showing 2 of 3 owners & executives

Unlock all

Contacts

P

Przemyslaw J. Grzywacz

Principal and Chief Compliance Officer

CRD
--
(624) 539-1335
pioneer.value@alphacapital.com
in linkedin.com/in/vital-signal
J

Jacquelin King

Principal and Owner

CRD
--
(371) 932-7810
radial.wave@catalystcapital.com
in linkedin.com/in/bridge-ember
F

Fusion radial

Glacier glacier

CRD
#20211
(758) 771-9009
legacy.prime@wavecapital.com
in linkedin.com/in/capital-timber

Showing 2 of 6 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2024
11-13-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $33,997,149 $829,199
Non-Discretionary $97,654,615 $1,038,879
Total $131,651,764 $975,198

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $131,651,764

$131.7M Total SMA
Private Funds:
11.7%
Equity - Exchange:
9.4%
Public Funds:
15.1%
Equity - OTC:
15.1%
Cash:
17.3%
Municipal Bonds:
16.1%
U.S. Government/Agency:
15.3%
Asset class Assets Assets %
Private Funds $1,050,142,267 11.7%
Equity - Exchange $843,704,043 9.4%
Public Funds $1,355,311,814 15.1%
Equity - OTC $1,355,311,814 15.1%
Cash $1,552,774,463 17.3%
Municipal Bonds $1,445,067,563 16.1%
U.S. Government/Agency $1,373,262,964 15.3%
Total $8,975,574,928 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform