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LLG WEALTH MANAGEMENT
LIVE, LEARN, GROW WEALTH MANAGEMENT, LLC
CRD 289348
1370 VALLEY VISTA DR, SUITE 200, DIAMOND BAR, CA, 91765, United States
Phone
855-554-9584
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.3M |
| High net worth individuals | 4 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD