Investment adviser · CRD 337213
L 1 GLOBAL WEALTH LLC
Investment adviser filing (IA)
COCONUT GROVE, FL, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $2.81B Form ADV · Item 5.F
- Client accounts
- 139 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 17 | $2,810,167,033 | 100.0% |
Filing source
Form ADV 2134472 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2601 S BAYSHORE DR., UNIT 100COCONUT GROVE, FL, 33133, United States
CRD 337213
Filing source
Form ADV 2134472 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.