LLG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,959,971
Total clients
11
36% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$632,725
About
LLG Wealth Management provides fee-only wealth management and financial planning to a narrow client base that includes high-net-worth individuals, trusts, charitable organizations, and businesses. The firm combines ongoing investment advice with written financial plans (available at client election) and also offers educational seminars and speaking engagements to groups and organizations.
The firm builds individualized investment policies and asset-allocation targets and generally implements trades on a non-discretionary basis, seeking to align portfolios with clients’ objectives, risk tolerance, and tax considerations. LLG uses a mix of fundamental, technical, and modern portfolio theory approaches, advises across common instruments (stocks, bonds, mutual funds, ETFs, municipal and government securities), and recommends Charles Schwab for custody and execution.
Distinctive features include the firm’s regular delivery of educational seminars and speaking engagements, an uncommon offering among peer solo independent advisers, and its use of flat advisory fees rather than percentage-of-assets-based billing. LLG also reports only non-discretionary assets under management and a very small client roster, and it does not accept commissions or sales-based compensation for investment products.
Client services
Expertise
Fee options
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
Main office location
LLG Wealth Management
1370 Valley Vista Dr, Suite 200
Diamond Bar CA 91765, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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