L 1 Global Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
L 1 Global Wealth reports 17 high-net-worth individuals. Of its assets, 10.7% ($301M across 18 accounts) are managed with discretion; $2.51B across 121 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 17 | $2.81B | 100.0% | $165M |
| Total | 17 | $2.81B | 100% | $165M |
- Clients
- 17
- Regulatory AUM
- $2.81B
- AUM share
- 100.0%
- Avg. per client
- $165M
Total
- Clients
- 17
- Regulatory AUM
- $2.81B
- AUM share
- 100%
- Avg. per client
- $165M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
L 1 Global Wealth is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
L1 DM LLC owns 25% to 50% of L 1 Global Wealth and is in turn owned by Diego Mas (75% or more). The leadership team of L 1 Global Wealth includes Chief Operating Officer Ignacio Martinez. It has 4 employees, 3 of them in advisory roles.
Leadership
- Ignacio MartinezChief Operating Officer and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Miguel Cortes
- Jesus Fomperosa
Staff
- 4 employees
- 3 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- Owns 25% to 50% of L 1 Global Wealth LLC
L1 DM LLC
Control person · since August 2025
- Owns 75% or more of L1 DM LLC
Diego Mas
Control person · since August 2025
- Owns 25% to 50% of L 1 Global Wealth LLC
L1 JM LLC
Control person · since August 2025
- Owns 75% or more of L1 JM LLC
Jesus Fomperosa
Control person · since August 2025
- Owns 25% to 50% of L 1 Global Wealth LLC
L1 IM LLC
Control person · since August 2025
- Owns 75% or more of L1 IM LLC
Ignacio Martinez
Control person · since August 2025
Besides its headquarters, L 1 Global Wealth has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2601 S Bayshore DR., Unit 100, Coconut GroveHQ
Contact and registration details
- Legal name
- L 1 Global Wealth LLC
- Headquarters
- 2601 S Bayshore DR., Unit 100, Coconut Grove, FL 33133
- Website
- l1gw.com
- Phone
- 305-848-3411
- SEC file
- 801-134149
- Structure
- Delaware LLC
- Fiscal year end
- December
L 1 Global Wealth does not have custody of client assets.
At year end, L 1 Global Wealth’s separately managed accounts were largely in stocks (30%) and bonds (25%).
What the accounts hold
- Stocks30%
- Bonds25%
- Cash10%
- Other36%
- Alternative assets, direct investment, and liabilities.35%
- Derivatives1%
How many clients does L 1 Global Wealth have?
L 1 Global Wealth has 17 clients and manages $2.81 billion for them, as of September 2026. They include 17 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does L 1 Global Wealth offer?
L 1 Global Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does L 1 Global Wealth have?
L 1 Global Wealth has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does L 1 Global Wealth invest in?
At the end of its last fiscal year, L 1 Global Wealth’s separately managed accounts held 35% other, 30% exchange-traded equities, 25% investment grade corporate bonds, 10% cash and equivalents and 1% derivatives. The 35% other category is described as: Alternative Assets, Direct Investment, and Liabilities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns L 1 Global Wealth?
L 1 Global Wealth is owned through holding companies by Diego Mas, Ignacio Martinez and Jesus Fomperosa. Its direct owners are L1 DM LLC, L1 JM LLC and L1 IM LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does L 1 Global Wealth get paid?
L 1 Global Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact L 1 Global Wealth?
L 1 Global Wealth’s main office is at 2601 S Bayshore DR., Unit 100, Coconut Grove, FL 33133. Its phone number is 305-848-3411. Its website is l1gw.com.