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L 1 Global Wealth LLC

EST. AUM
$2,810,167,033

CONTACTS
2

CLIENT ACCOUNTS
139

Firm Details

Metro area Miami
CRD Number 337213
Website l1gw.com
Client types

Overview

L1 Global Wealth LLC (CRD Number: 337213; SEC File Number: 801-134149) is an SEC-registered investment adviser organized as a Delaware limited liability company, with its principal office located in Coconut Grove, Florida. The firm provides a comprehensive range of investment advisory services, including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. L1 Global Wealth operates as a boutique family office, dedicated to preserving and growing the wealth and values of select global families across generations. The firm specializes in delivering customized wealth management and investment advisory solutions tailored to each client’s long-term objectives. Its advisory approach integrates disciplined investment management with comprehensive financial planning. By combining portfolio construction, retirement planning, wealth accumulation strategies, and broader financial coordination, the firm seeks to provide a holistic framework for long-term financial stability and growth. As a fiduciary, L1 Global Wealth is committed to acting in the best interests of its clients. The firm emphasizes a client-focused advisory relationship, offering personalized strategies designed to align with each client’s financial goals, risk tolerance, and multi-generational planning needs.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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