# LMPG Wealth Advisors, LLC

> LMPG Wealth Advisors, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 328251
- Filed as: LMPG WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328251
- AdvisorCensus page: https://advisorcensus.com/firm/lmpg-wealth-advisors-llc-miami-fl-328251

## Quick answers

**How is LMPG Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LMPG Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is LMPG Wealth Advisors, LLC located?**
LMPG Wealth Advisors, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is LMPG Wealth Advisors, LLC registered with the SEC or a state?**
LMPG Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328251.

**How much does LMPG Wealth Advisors, LLC manage?**
LMPG Wealth Advisors, LLC reports $131,651,764 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (26% discretionary).

**How have LMPG Wealth Advisors, LLC's assets and staff changed since 2023?**
In the Form ADV data for LMPG Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2023 data and $131,651,764 in the October 2026 data. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LMPG Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (14); corporations or other businesses not listed above (1).

**Which custodians does LMPG Wealth Advisors, LLC use?**
LMPG Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets.

**Does LMPG Wealth Advisors, 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/328251

**Does LMPG Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is no account minimum for any of LMPG Wealth’s services."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> There is no account minimum for any of LMPG Wealth’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,651,764
- Discretionary: $33,997,149
- Non-discretionary: $97,654,615

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $3,363,199 |
| High net worth individuals | 43 | $127,652,439 |
| Corporations or other businesses not listed above | 1 | $636,126 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lmpgprivatewealth.com
- Facebook @LMPG-Wealth-Advisors-LLC
- LinkedIn @lmpg-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | September 6, 2023 |
| October 2024 | $120,979,467 | 3 | March 28, 2024 |
| October 2025 | $132,364,540 | 3 | March 26, 2025 |
| October 2026 | $131,651,764 | 3 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $131,651,764 in the October 2026 data.
Total employees: 3 in October 2023 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LMPG Wealth Advisors, LLC (CRD 328251): Form ADV filing data as of October 2026.