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LMPG WEALTH ADVISORS, LLC

MIAMI, FL · CRD 328251 · IAPD ↗ · 610-202-9897

$131.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — LMPG WEALTH ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — LMPG WEALTH ADVISORS, LLC moved its main office from CORAL GABLES, FL to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
February 2024 — LMPG WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.