Lmpg Wealth Advisors, Llc
- Regulatory AUM
- $132M
- Discretionary
- $34.0M
- Clients
- 58
- Avg AUM / client
- $2.3M
- Accounts
- 135
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $3.4M | 2.55% |
| High net worth individuals | 43 | $128M | 97.0% |
| Corporations and other businesses | 1 | $636K | 0.48% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| King, Jacquelin, Suzanne | Principal & Coo | Aug 2023 (3y) | ≈ 37.5% – 75% via Lmpg Holdings, Llc | |
| Przemyslaw Jacek Grzywacz | Principal & Cco | Aug 2023 (3y) | ≈ 37.5% – 75% via Lmpg Holdings, Llc | |
| Luis Daniel Medina | Principal & Cio | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lmpg Holdings, Llc | Member | Aug 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- King, Jacquelin, Suzanne: 50% – 75% of Lmpg Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Przemyslaw Jacek Grzywacz: 50% – 75% of Lmpg Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Folio Investments, Inc. $67.3M (51% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗