# L 1 Global Wealth LLC

> 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.

- CRD: 337213
- Filed as: L 1 GLOBAL WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coconut Grove, FL
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337213
- AdvisorCensus page: https://advisorcensus.com/firm/l-1-global-wealth-llc-coconut-grove-fl-337213

## Quick answers

**How is L 1 Global Wealth LLC compensated?**
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.

**Where is L 1 Global Wealth LLC located?**
L 1 Global Wealth LLC's principal office is in Coconut Grove, FL, according to its Form ADV.

**Is L 1 Global Wealth LLC registered with the SEC or a state?**
L 1 Global Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337213.

**How much does L 1 Global Wealth LLC manage?**
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).

**What types of clients does L 1 Global Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17).

**Does L 1 Global Wealth LLC report any disciplinary disclosures?**
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

**What changed in L 1 Global Wealth LLC's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,810,167,033
- Discretionary: $300,742,594
- Non-discretionary: $2,509,424,439

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 17 | $2,810,167,033 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. L 1 Global Wealth LLC (CRD 337213): Form ADV filing data as of October 2026.