{
  "crd_number": 337213,
  "slug": "l-1-global-wealth-llc-coconut-grove-fl-337213",
  "primary_business_name": "L 1 GLOBAL WEALTH LLC",
  "legal_name": "L 1 GLOBAL WEALTH LLC",
  "dbas": [],
  "city": "Coconut Grove",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-13",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 2810167033.0,
  "raum_discretionary": 300742594.0,
  "raum_non_discretionary": 2509424439.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 2810167033.0,
      "count": 17
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337213",
  "city_as_filed": "COCONUT GROVE",
  "url": "https://advisorcensus.com/firm/l-1-global-wealth-llc-coconut-grove-fl-337213",
  "display_name": "L 1 Global Wealth LLC",
  "summary": "L 1 Global Wealth LLC is an SEC-registered investment advisory firm in Coconut Grove, FL, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. L 1 Global Wealth LLC (CRD 337213): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is L 1 Global Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), L 1 Global Wealth LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is L 1 Global Wealth LLC located?",
      "a": "L 1 Global Wealth LLC's principal office is in Coconut Grove, FL, according to its Form ADV."
    },
    {
      "q": "Is L 1 Global Wealth LLC registered with the SEC or a state?",
      "a": "L 1 Global Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337213."
    },
    {
      "q": "How much does L 1 Global Wealth LLC manage?",
      "a": "L 1 Global Wealth LLC reports $2,810,167,033 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (11% discretionary)."
    },
    {
      "q": "What types of clients does L 1 Global Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (17)."
    },
    {
      "q": "Does L 1 Global Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337213"
    },
    {
      "q": "What changed in L 1 Global Wealth LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/l-1-global-wealth-llc-coconut-grove-fl-337213.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 2810167033.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337213",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}