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L 1 GLOBAL WEALTH LLC
CRD 337213 · SEC 801-134149
2601 S BAYSHORE DR., UNIT 100, COCONUT GROVE, FL, 33133, United States
Phone
305-848-3411
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.81B
Discretionary AUM
$300.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $2.81B |
States served
FL
Official SEC filing: View on IAPD