Advisor at LLG Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LLG Wealth Management
Location
Diamond Bar, CA 91765
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Michael Martinez is a CFP® with 16 years of industry experience, currently serving as the sole advisor at LLG Wealth Management since 2017. He previously worked at Ameriprise Financial Services, Inc. for six years. Outside of financial advising, he owns and operates Document Protection Service, a document scanning and online storage business. LLG Wealth Management provides wealth management and financial planning services to individuals, trusts, charitable organizations, corporations, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio principles and offers educational seminars in addition to personalized planning.
Based on LLG Wealth Management
Based on LLG Wealth Management
Minimum fee: $3,000 to $15,000 per year, paid monthly or quarterly in advance Fee-only: Fee-only firm; compensation solely from clients, no commissions or sales-related compensation
1370 Valley Vista Dr, Suite 200
Diamond Bar, CA 91765
California
LLG Wealth Management
2017 - Present (9 years)
Ameriprise Financial Services, Inc.
2011 - 2017 (6 years)
Document Protection Service
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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