Principal & CIO · Lmpg Wealth Advisors, LLC
Luis D. Medina
CRD 7332592 · Named on Form ADV at one SEC-registered adviser
At a glance
Lmpg Wealth Advisors, LLC, an SEC-registered wealth manager based in Miami, FL with $132 million in regulatory assets, lists Luis D. Medina on its Form ADV as Principal & CIO, a control person.
Firms and roles
- Lmpg Wealth Advisors, LLCPrincipal & CIOWealth manager · Miami, FL · $132M in regulatory assets
AtlasMembers
Luis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Przemyslaw J. GrzywaczPrincipal & CCO, Lmpg Wealth Advisors, LLC
- Jacquelin S. KingPrincipal & COO, Lmpg Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.