Lmg Wealth Partners, LLC
● SEC registered since 2022CRD 318023SEC# 801-123403Shreveport, LA
Reg. AUM
$681.2M
Employees
4
Accounts
1,350
Location
Shreveport, LA
Lmg Wealth Partners, LLC assets under management
Lmg Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Shreveport, LA. The firm has been registered since 2022. It reports $681.2 million in regulatory assets under management and employs 4 people.
Lmg Wealth Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catahoula Club LLC Control | Managing Member | 50-75% | 2022 |
| Jeffrey Lane Monsour Control | Partner | Under 5% | 2022 |
| Leesure Time LLC Control | Managing Member | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Lmg Wealth Partners, LLC manage?
Lmg Wealth Partners, LLC reports $681.2 million in regulatory assets under management on its Form ADV.
How many employees does Lmg Wealth Partners, LLC have?
Lmg Wealth Partners, LLC reports 4 employees.
Where is Lmg Wealth Partners, LLC located?
Lmg Wealth Partners, LLC is based in Shreveport, LA and has been SEC-registered since 2022.
Does Lmg Wealth Partners, LLC disclose fund performance?
Lmg Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9335 Ellerbe Road, Shreveport, LA 71106 |
| Phone | (318) 506-8635 |
| Fax | (318) 404-1599 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1965772 |
| Discloses disciplinary history | No |
Regulatory AUM
$681.2M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$681.2Mregulatory AUM
Discretionary $669MNon-discretionary $12.1M