LMPG Wealth Advisors, LLC

LMPG Wealth Advisors provides ongoing portfolio management to individuals, high‑net‑worth individuals, trusts, and business entities, preparing an Investment Policy Statement for each client and operating without an account minimum. The firm reports roughly $131.7 million in assets under management across about 57 clients and offers both discretionary and non‑discretionary advisory arrangements.

Investment decisions are guided by documented investment policy statements and a mix of analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — with a primary long‑term trading orientation and the use of options where suitable. LMPG’s investment menu spans mutual funds, equities, fixed income, ETFs, real estate funds, private equity, hedge funds, venture capital, structured products and derivatives, and the firm implements tax‑aware asset‑location and opportunistic rebalancing for non‑custodied employer accounts such as 401(k)s and HSAs.

Noteworthy features include that a majority of the firm’s reported AUM is managed on a non‑discretionary basis, a practice that is uncommon among similarly supported firms, despite the firm’s disclosure that it requests discretionary trading authority. The firm also requires clients to use Folio Investments (Goldman Sachs Custody Solutions), states that clients may not impose value‑based investment restrictions, and documents regular use of sophisticated investment vehicles such as private placements and derivatives.