{"url":"https://nivawealth.com/firms/lmpg-wealth-advisors-328251","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/328251","regulatoryAum":131651764,"crd":"328251","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6120460","suffix":null,"lastName":"GRZYWACZ","firstName":"PRZEMYSLAW","middleName":"Jacek"},{"crd":"7332592","suffix":null,"lastName":"Medina","firstName":"Luis","middleName":"Daniel"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-28","regulatoryAum":120979467,"clients":72,"employees":3,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":132364540,"clients":56,"employees":3,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":131651764,"clients":58,"employees":3,"offices":1}],"secFileNumber":"801-128837","legalName":"LMPG Wealth Advisors, LLC","displayName":"LMPG Wealth 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King","detail":"Indirect owner: a managing member of LMPG Holdings, LLC in the 50% to 75% band and a control person, since August 2023.","parent":"LMPG Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"801 Brickell Ave, Suite 800","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-202-9897","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["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)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"Non-exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":55},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/328251/PDF/328251.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031103","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does LMPG Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LMPG Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LMPG Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LMPG Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LMPG Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LMPG Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LMPG Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LMPG Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact LMPG Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}