LMPG Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
LMPG Wealth Advisors reports 58 clients. They include 43 high-net-worth individuals, 14 individual clients and 1 corporate or other business client. Of its assets, 25.8% ($34M across 41 accounts) are managed with discretion; $97.7M across 94 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 3% |
| High-net-worth individuals | 74% | 97% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $3.36M | 2.6% | $240K |
| High-net-worth individuals | 43 | $128M | 97.0% | $2.97M |
| Corporations and other businesses | 1 | $636K | 0.5% | $636K |
| Total | 58 | $132M | 100% | $2.27M |
- Clients
- 14
- Regulatory AUM
- $3.36M
- AUM share
- 2.6%
- Avg. per client
- $240K
- Clients
- 43
- Regulatory AUM
- $128M
- AUM share
- 97.0%
- Avg. per client
- $2.97M
- Clients
- 1
- Regulatory AUM
- $636K
- AUM share
- 0.5%
- Avg. per client
- $636K
Total
- Clients
- 58
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- $2.27M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
LMPG Wealth Advisors charges 0.50%–1.50% a year for its Tiered Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.25% |
| $500K–$750K | 1.00% |
| $750K–$1M | 0.90% |
| $1M–$10M | 0.80% |
| $10M–$20M | 0.70% |
| $20M and above | 0.50% |
Fee details and sources
LMPG Holdings, LLC owns 75% or more of LMPG Wealth Advisors and is in turn owned by Przemyslaw Grzywacz (50–75%) and Jacquelin King (50–75%). It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of LMPG Wealth Advisors, LLC
LMPG Holdings, LLC
Control person · since August 2023
- Owns 50% to 75% of LMPG Holdings, LLC
Przemyslaw Grzywacz
Control person · since August 2023
- Owns 50% to 75% of LMPG Holdings, LLC
Jacquelin King
Control person · since August 2023
LMPG Wealth Advisors’ regulatory assets grew from $121M (March 2024) to $132M (March 2026); clients fell from 72 to 58 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $132M | 58 | 3 | 1 |
| Mar 2025March 2025 | $132M | 56 | 3 | 1 |
| Mar 2024March 2024 | $121M | 72 | 3 | 1 |
Besides its headquarters, LMPG Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 801 Brickell Ave, Suite 800, MiamiHQ
Contact and registration details
- Legal name
- LMPG Wealth Advisors, LLC
- Headquarters
- 801 Brickell Ave, Suite 800, Miami, FL 33131
- Website
- lmpgprivatewealth.com
- Phone
- 610-202-9897
- @lmpg-wealth-advisors
- SEC file
- 801-128837
- Structure
- Florida LLC
- Fiscal year end
- December
LMPG Wealth Advisors’ named custodian for separately managed accounts is Folio Investments ($67.3M). LMPG Wealth Advisors does not have custody of client assets.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $67.3M100%
At year end, LMPG Wealth Advisors’ separately managed accounts were mostly in funds (73%) and stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities20%
- Non-exchange-traded equities3%
- Funds73%
- Pooled vehicles55%
- Registered funds18%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
How many clients does LMPG Wealth Advisors have?
LMPG Wealth Advisors has 58 clients and manages $132 million for them, as of March 2026. They include 43 high-net-worth individuals, 14 individual clients and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does LMPG Wealth Advisors offer?
LMPG Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does LMPG Wealth Advisors charge?
LMPG Wealth Advisors charges 0.50%–1.50% a year for its Tiered Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A- LMPG WEALTH ADVISORS, LLC, filed 30 March 2026
Which custodians does LMPG Wealth Advisors use?
LMPG Wealth Advisors’ separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $67.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does LMPG Wealth Advisors have?
LMPG Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 LMPG Wealth Advisors invest in?
At the end of its last fiscal year, LMPG Wealth Advisors’ separately managed accounts held 55% pooled vehicles (private funds and similar), 20% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 3% non-exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LMPG Wealth Advisors?
LMPG Wealth Advisors is owned through a holding company by Przemyslaw Grzywacz and Jacquelin King. Its direct owner is LMPG Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does LMPG Wealth Advisors get paid?
LMPG Wealth Advisors 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 LMPG Wealth Advisors?
LMPG Wealth Advisors’ main office is at 801 Brickell Ave, Suite 800, Miami, FL 33131. Its phone number is 610-202-9897. Its website is lmpgprivatewealth.com.