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L 1 GLOBAL WEALTH LLC
CRD 337213File 801-134149
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.81B
Top 25% of cohort (national)
Discretionary AUM
$300.7M
Non-discretionary $2.51B
Clients
17
139 accounts
Employees
4
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 13, 2025
- Principal office
- 2601 S BAYSHORE DR., UNIT 100, COCONUT GROVE, FL, 33133
- Phone
- 305-848-3411
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.81B
- Discretionary AUM
- $300.7M
- Non-discretionary AUM
- $2.51B
- Discretionary accounts
- 18
- Non-discretionary accounts
- 121
- Total accounts
- 139
- AUM per client
- $165.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $2.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.