LLG Wealth Management

Overview

LLG Wealth Management is an independent, individually owned RIA that serves individuals and families. The firm operates on a fixed-fee model and lists core advisory activities as financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Regulatory and practice notes on the snapshot indicate the adviser is not a multistate firm, does not act as a capital allocator, is not an active ESG investor, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices